Trek Financial, LLC's ownership history for IUSV

Trek Financial, LLC currently holds 230.6K shares with a market value of $23.6M. It started holding IUSV on 2024-12-31. At its peak, it held 256.2K shares on 2025-03-31. Its highest holding value was $23.6M on 2025-12-31. At its lowest, it held 57.7K shares on 2025-09-30, with a value of $5.8M on 2025-09-30. In the recent 180 days, Trek Financial, LLC has increased its shares by 155.0K. In the recent year, Trek Financial, LLC has increased its shares by 39.7K.