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
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Quarterly reported holdings in iShares S&P 500 Value Index by Leo Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $787k | 3.8k | 206.49 |
| 2025-06-30 | $4.5M | 23k | 195.42 |
| 2025-03-31 | $710k | 3.7k | 190.59 |
| 2024-12-31 | $4.2M | 22k | 190.88 |
| 2024-09-30 | $4.4M | 22k | 197.17 |
| 2024-06-30 | $4.0M | 22k | 181.22 |
| 2024-03-31 | $4.1M | 22k | 185.86 |
| 2023-12-31 | $4.0M | 22k | 181.26 |