Leslie Global Wealth
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Leslie Global Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Leslie Global Wealth’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.72M Buy
20,698
+10,865
+110% +$2.54M 1.74% 17
2026
Q2 		$2.23M Buy
9,833
+7
+0.1% +$1.56K 0.87% 23
2026
Q1 		$2.07M Buy
+9,826
New +$2.13M 1.09% 17
2025
Q4 		– Sell
-10,220
Closed -$2.11M – 75
2025
Q3 		$2.11M Sell
10,220
-14,500
-59% -$2.91M 0.99% 18
2025
Q2 		$4.83M Buy
24,720
+12,517
+103% +$2.33M 2.58% 10
2025
Q1 		$2.33M Sell
12,203
-238
-2% -$46.1K 1.13% 21
2024
Q4 		$2.37M Sell
12,441
-15,378
-55% -$3.05M 1.1% 20
2024
Q3 		$5.49M Buy
27,819
+14,374
+107% +$2.73M 2.67% 13
2024
Q2 		$2.45M Buy
+13,445
New +$2.45M 1.43% 18

Other funds holding IVE

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Leslie Global Wealth's IVE Position: Q3 2026 in Review

Leslie Global Wealth increased its iShares S&P 500 Value ETF (IVE) stake by 110% in Q3 2026, buying an estimated $2.54M and bringing the position to 20,698 shares worth $4.72M. The position accounts for 1.74% of the portfolio, ranked #17.

Leslie Global Wealth first reported a position in IVE in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.49M in Q3 2024. 843 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Leslie Global Wealth held 20,698 shares of iShares S&P 500 Value ETF worth $4.72M as of Q3 2026.
  • Leslie Global Wealth bought 10,865 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $2.54M.
  • iShares S&P 500 Value ETF made up 1.74% of Leslie Global Wealth's portfolio in Q3 2026, its #17 holding.
  • Leslie Global Wealth first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • Leslie Global Wealth's iShares S&P 500 Value ETF position peaked at $5.49M in Q3 2024.
  • 843 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.