Leo Wealth LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.21M Buy
2025
Q1
$3.63M Sell
2024
Q4
$4.74M Sell
2024
Q3
$4.69M Sell
2024
Q2
$4.69M Buy
2024
Q1
$4.23M Buy
2023
Q4
$3.78M Buy