LWL
Leo Wealth LLC’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Buy |
23,251
+19,527
| +524% | +$3.82M | 0.35% | 55 |
|
|
2025
Q1 | $710K | Sell |
3,724
-18,526
| -83% | -$3.53M | 0.1% | 151 |
|
|
2024
Q4 | $4.25M | Buy |
22,250
+6
| +0% | +$1.15K | 0.38% | 48 |
|
|
2024
Q3 | $4.39M | Buy |
22,244
+21
| +0.1% | +$4.14K | 0.4% | 45 |
|
|
2024
Q2 | $4.03M | Buy |
22,223
+2
| +0% | +$362 | 0.41% | 44 |
|
|
2024
Q1 | $4.13M | Buy |
22,221
+17
| +0.1% | +$3.16K | 0.42% | 44 |
|
|
2023
Q4 | $4.02M | Buy |
+22,204
| New | +$4.02M | 0.42% | 39 |
|