Concord Wealth Partners's ownership history for IVW

Concord Wealth Partners currently holds 465 shares with a market value of $57.3K. It started holding IVW on 2024-09-30. At its peak, it held 552 shares on 2025-09-30. Its highest holding value was $66.6K on 2025-09-30. At its lowest, it held 465 shares on 2025-12-31, with a value of $51.1K on 2025-03-31. In the recent 180 days, Concord Wealth Partners has decreased its shares by 86. In the recent year, Concord Wealth Partners has decreased its shares by 85.