Stephenson & Company, Inc.'s ownership history for IVV

Stephenson & Company, Inc. currently holds 36.5K shares with a market value of $25.0M. It started holding IVV on 2024-09-30. At its peak, it held 36.5K shares on 2025-12-31. Its highest holding value was $25.0M on 2025-12-31. At its lowest, it held 33.1K shares on 2024-09-30, with a value of $19.1M on 2024-09-30. In the recent 180 days, Stephenson & Company, Inc. has increased its shares by 651. In the recent year, Stephenson & Company, Inc. has increased its shares by 2.3K.