Alan Leist III »

iShares S&P 500 Value Index shares owned by Alan Leist III

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Alan Leist III from 13F filings

Historical chart of Alan Leist III 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 Alan Leist III consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Alan Leist III

Quarter filed Position value Share count Share price at filing
2026-03-31 $239k 1.1k 211.15

More positions owned by Alan Leist III

Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Emng Mkts Eqt (EMGF)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Msci Usa Mmentm (MTUM)
World Gold Tr Spdr Gld Minis (GLDM)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Msci Equal Weite (EUSA)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Alan Leist III

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index