LWL
Leo Wealth LLC’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Buy |
10,020
+3,553
| +55% | +$2.2M | 0.48% | 39 |
|
|
2025
Q1 | $3.63M | Sell |
6,467
-1,592
| -20% | -$895K | 0.52% | 44 |
|
|
2024
Q4 | $4.74M | Sell |
8,059
-63
| -0.8% | -$37.1K | 0.43% | 43 |
|
|
2024
Q3 | $4.69M | Sell |
8,122
-450
| -5% | -$260K | 0.43% | 41 |
|
|
2024
Q2 | $4.69M | Buy |
8,572
+522
| +6% | +$286K | 0.48% | 38 |
|
|
2024
Q1 | $4.23M | Buy |
8,050
+245
| +3% | +$129K | 0.43% | 41 |
|
|
2023
Q4 | $3.78M | Buy |
+7,805
| New | +$3.78M | 0.39% | 44 |
|