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

Leo Wealth LLC’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.2M Sell
9,492
-964
-9% -$658K 0.45% 48
2025
Q4 		$7.16M Buy
10,456
+3,889
+59% +$2.64M 0.52% 42
2025
Q3 		$4.4M Sell
6,567
-3,453
-34% -$2.22M 0.57% 37
2025
Q2 		$6.21M Buy
10,020
+3,553
+55% +$2.04M 0.48% 39
2025
Q1 		$3.63M Sell
6,467
-1,592
-20% -$940K 0.52% 44
2024
Q4 		$4.74M Sell
8,059
-63
-0.8% -$37.3K 0.43% 43
2024
Q3 		$4.69M Sell
8,122
-450
-5% -$250K 0.43% 41
2024
Q2 		$4.69M Buy
8,572
+522
+6% +$274K 0.48% 38
2024
Q1 		$4.23M Buy
8,050
+245
+3% +$123K 0.43% 41
2023
Q4 		$3.78M Buy
+7,805
New +$3.49M 0.39% 44

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Leo Wealth LLC's IVV Position: Q1 2026 in Review

Leo Wealth LLC reduced its iShares Core S&P 500 ETF (IVV) stake by 9.2% in Q1 2026, selling an estimated $658K and leaving 9,492 shares worth $6.2M. The position accounts for 0.45% of the portfolio, ranked #48.

Leo Wealth LLC first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.16M in Q4 2025. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Leo Wealth LLC held 9,492 shares of iShares Core S&P 500 ETF worth $6.2M as of Q1 2026.
  • Leo Wealth LLC sold 964 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $658K.
  • iShares Core S&P 500 ETF made up 0.45% of Leo Wealth LLC's portfolio in Q1 2026, its #48 holding.
  • Leo Wealth LLC first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's iShares Core S&P 500 ETF position peaked at $7.16M in Q4 2025.
  • 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.