Dougherty Wealth Advisers LLC's ownership history for IVV

Dougherty Wealth Advisers LLC currently holds 922 shares with a market value of $631.5K. It started holding IVV on 2024-12-31. At its peak, it held 922 shares on 2025-12-31. Its highest holding value was $631.5K on 2025-12-31. At its lowest, it held 113 shares on 2024-12-31, with a value of $63.5K on 2025-03-31. In the recent 180 days, Dougherty Wealth Advisers LLC has increased its shares by 809. In the recent year, Dougherty Wealth Advisers LLC has increased its shares by 809.