Roberts Financial LLC's ownership history for IUSV

Roberts Financial LLC currently holds 114.1K shares with a market value of $11.7M. It started holding IUSV on 2024-09-30. At its peak, it held 120.0K shares on 2025-03-31. Its highest holding value was $11.7M on 2025-12-31. At its lowest, it held 113.9K shares on 2025-09-30, with a value of $10.8M on 2025-06-30. In the recent 180 days, Roberts Financial LLC has decreased its shares by 265. In the recent year, Roberts Financial LLC has decreased its shares by 5.2K.