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iShares S&P 500 Value Index shares owned by Leslie Global Wealth

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Leslie Global Wealth from 13F filings

Historical chart of Leslie Global 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 Leslie Global Wealth 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 Leslie Global Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 28k 197.17
2024-06-30 $2.4M 13k 182.01

More positions owned by Leslie Global Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Realty Income (O)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 2000 Etf (IWM)
Wisdomtree Tr Wisdomtree Us Va (WTV)

View all positions for Leslie Global Wealth

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index