Genesis Wealth Advisors, LLC's ownership history for IVW

Genesis Wealth Advisors, LLC currently holds 5.0K shares with a market value of $616.5K. It started holding IVW on 2024-12-31. At its peak, it held 5.2K shares on 2025-06-30. Its highest holding value was $616.5K on 2025-12-31. At its lowest, it held 3.4K shares on 2024-12-31, with a value of $342.0K on 2024-12-31. In the recent 180 days, Genesis Wealth Advisors, LLC has decreased its shares by 160. In the recent year, Genesis Wealth Advisors, LLC has increased its shares by 1.6K.