Balance Wealth, LLC's ownership history for IVV

Balance Wealth, LLC currently holds 1.1K shares with a market value of $773.6K. It started holding IVV on 2025-03-31. At its peak, it held 1.1K shares on 2025-12-31. Its highest holding value was $773.6K on 2025-12-31. At its lowest, it held 562 shares on 2025-03-31, with a value of $315.8K on 2025-03-31. In the recent 180 days, Balance Wealth, LLC has increased its shares by 515.