Nelson Capital Management, LLC's ownership history for IVV

Nelson Capital Management, LLC currently holds 13.7K shares with a market value of $9.4M. It started holding IVV on 2024-09-30. At its peak, it held 13.8K shares on 2025-09-30. Its highest holding value was $9.4M on 2025-12-31. At its lowest, it held 12.6K shares on 2024-09-30, with a value of $7.1M on 2025-03-31. In the recent 180 days, Nelson Capital Management, LLC has increased its shares by 114. In the recent year, Nelson Capital Management, LLC has increased its shares by 964.