DVYA — ISHARES INC

Ownership history in Leo Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Leo Wealth, LLC reported a position in ISHARES INC (DVYA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2023 Q4)
Avg. % of fund
0.04%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 9,920 -1,950 -16.4% 0.03% $439K $43.96
2025 Q2 REDUCED 11,870 -58 -0.5% 0.04% $457K $37.29
2024 Q3 UNCHANGED 11,928 — 0% 0.04% $462K $36.10
2024 Q2 UNCHANGED 11,928 — 0% 0.04% $419K $32.13
2024 Q1 UNCHANGED 11,928 — 0% 0.04% $432K $32.49
2023 Q4 INITIATED 11,928 — — 0.04% $433K —
% of Fund (quarterly)    DVYA price (monthly, adj. close)

Other funds also holding DVYA

As of 2025 Q4 — sorted by position size

Old Port Advisors 3Y 7Y 0.53% Concord Asset Management, LLC/VA 0.5% Concord Wealth Partners 3Y 0.38% VISIONARY HORIZONS, LLC 0.31% HC Advisors, LLC 3Y 0.21% BOURGEON CAPITAL MANAGEMENT LLC 3Y 7Y 0.12% FLOW TRADERS U.S. LLC 3Y 7Y 0.03% SCOTIA CAPITAL INC. 3Y 7Y 0.01% Grove Bank & Trust 3Y 7Y 0.0% Focus Partners Wealth 3Y 7Y 0.0%
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