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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
2024-06-30 $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)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Realty Income (O)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Global X Fds Rate Preferred (PFFV)
Apple (AAPL)

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
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Cetera Investment Advisers

View all funds holding iShares S&P 500 Value Index