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iShares S&P 500 Index shares owned by Leo Wealth

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Leo Wealth from 13F filings

Historical chart of Leo Wealth investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Leo Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Leo Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2M 8.1k 525.58
2023-12-31 $3.8M 7.8k 484.05

More positions owned by Leo Wealth

Johnson & Johnson (JNJ)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)
Affirm Hldgs Com Cl A (AFRM)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Amazon (AMZN)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Leo Wealth

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index