SwitchPoint Financial Planning, LLC's ownership history for IVV

SwitchPoint Financial Planning, LLC currently holds 1.8K shares with a market value of $1.2M. It started holding IVV on 2024-12-31. At its peak, it held 1.8K shares on 2025-06-30. Its highest holding value was $1.2M on 2025-12-31. At its lowest, it held 600 shares on 2024-12-31, with a value of $337.1K on 2025-03-31. In the recent 180 days, SwitchPoint Financial Planning, LLC has increased its shares by 0. In the recent year, SwitchPoint Financial Planning, LLC has increased its shares by 1.2K.