Gutierrez Wealth Advisory, LLC's ownership history for IVW

Gutierrez Wealth Advisory, LLC currently holds 4.6K shares with a market value of $564.2K. It started holding IVW on 2024-12-31. At its peak, it held 5.5K shares on 2025-06-30. Its highest holding value was $658.6K on 2025-09-30. At its lowest, it held 3.1K shares on 2025-03-31, with a value of $284.6K on 2025-03-31. In the recent 180 days, Gutierrez Wealth Advisory, LLC has decreased its shares by 890. In the recent year, Gutierrez Wealth Advisory, LLC has decreased its shares by 784.