PATRICK M SWEENEY & ASSOCIATES, INC's ownership history for IVV

PATRICK M SWEENEY & ASSOCIATES, INC currently holds 1.1K shares with a market value of $743.2K. It started holding IVV on 2024-09-30. At its peak, it held 1.1K shares on 2025-12-31. Its highest holding value was $743.2K on 2025-12-31. At its lowest, it held 365 shares on 2024-09-30, with a value of $205.1K on 2025-03-31. In the recent 180 days, PATRICK M SWEENEY & ASSOCIATES, INC has increased its shares by 720. In the recent year, PATRICK M SWEENEY & ASSOCIATES, INC has increased its shares by 720.