Wingate Wealth Advisors, Inc.'s ownership history for IVW

Wingate Wealth Advisors, Inc. currently holds 2.5K shares with a market value of $306.7K. It started holding IVW on 2024-12-31. At its peak, it held 2.5K shares on 2025-12-31. Its highest holding value was $306.7K on 2025-12-31. At its lowest, it held 2.2K shares on 2024-12-31, with a value of $215.5K on 2025-03-31. In the recent 180 days, Wingate Wealth Advisors, Inc. has increased its shares by 84. In the recent year, Wingate Wealth Advisors, Inc. has increased its shares by 250.