Roth Financial Partners LLC's ownership history for IVV

Roth Financial Partners LLC currently holds 93.8K shares with a market value of $64.2M. It started holding IVV on 2024-09-30. At its peak, it held 94.0K shares on 2025-09-30. Its highest holding value was $64.2M on 2025-12-31. At its lowest, it held 85.9K shares on 2024-09-30, with a value of $47.0M on 2024-09-30. In the recent 180 days, Roth Financial Partners LLC has increased its shares by 870. In the recent year, Roth Financial Partners LLC has increased its shares by 2.3K.