iShares S&P 500 Value Index shares owned by Leo Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Leo Wealth
from 13F filings
Historical chart of Leo Wealth investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Leo Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Leo Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $4.1M | 22k | 185.86 |
2023-12-31 | $4.0M | 22k | 181.26 |