Schwallier Wealth Management LLC's ownership history for IVV

Schwallier Wealth Management LLC currently holds 408 shares with a market value of $283.4K. It started holding IVV on 2025-06-30. At its peak, it held 408 shares on 2025-12-31. Its highest holding value was $283.4K on 2025-12-31. At its lowest, it held 405 shares on 2025-06-30, with a value of $251.6K on 2025-06-30. In the recent 180 days, Schwallier Wealth Management LLC has increased its shares by 3.