Wealthquest Corp's ownership history for IVW

Wealthquest Corp currently holds 5.9K shares with a market value of $731.1K. It started holding IVW on 2024-09-30. At its peak, it held 7.7K shares on 2025-06-30. Its highest holding value was $842.5K on 2025-06-30. At its lowest, it held 5.0K shares on 2024-12-31, with a value of $483.3K on 2024-09-30. In the recent 180 days, Wealthquest Corp has increased its shares by 903.