Portside Wealth Group, LLC's ownership history for IVV

Portside Wealth Group, LLC currently holds 6.9K shares with a market value of $4.7M. It started holding IVV on 2024-09-30. At its peak, it held 8.5K shares on 2025-03-31. Its highest holding value was $5.0M on 2025-03-31. At its lowest, it held 5.6K shares on 2025-06-30, with a value of $3.5M on 2025-06-30. In the recent 180 days, Portside Wealth Group, LLC has increased its shares by 1.2K. In the recent year, Portside Wealth Group, LLC has decreased its shares by 412.