Alan Leist III »

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

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

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 1.7k 653.21
2022-03-31 $263k 580 453.45
2021-06-30 $249k 580 429.31
2021-03-31 $231k 580 398.28
2020-12-31 $218k 580 375.86

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 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index