iShares S&P 500 Index shares owned by Leo Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Leo Wealth
from 13F filings
Historical chart of Leo Wealth 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 Leo Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Leo Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 6.6k | 669.33 |
| 2025-06-30 | $6.2M | 10k | 620.14 |
| 2025-03-31 | $3.6M | 6.5k | 561.87 |
| 2024-12-31 | $4.7M | 8.1k | 588.68 |
| 2024-09-30 | $4.7M | 8.1k | 576.84 |
| 2024-06-30 | $4.7M | 8.6k | 547.52 |
| 2024-03-31 | $4.2M | 8.1k | 525.58 |
| 2023-12-31 | $3.8M | 7.8k | 484.05 |