Sterling Financial Planning, Inc.'s ownership history for IVV

Sterling Financial Planning, Inc. currently holds 12.4K shares with a market value of $8.1M. It started holding IVV on 2024-09-30. At its peak, it held 12.6K shares on 2024-12-31. Its highest holding value was $8.6M on 2025-12-31. At its lowest, it held 12.4K shares on 2026-03-31, with a value of $7.1M on 2025-03-31. In the recent 180 days, Sterling Financial Planning, Inc. has decreased its shares by 219. In the recent year, Sterling Financial Planning, Inc. has decreased its shares by 186.