Ownership history in Leo Wealth, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Leo Wealth, LLC reported a position in ISHARES TR (IXJ). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 146,798 | +54,516 | +59.1% | 1.04% | $14.3M | $97.40 |
| 2025 Q3 | REDUCED | 92,282 | -47,890 | -34.2% | 1.06% | $8.2M | $88.08 |
| 2025 Q2 | ADDED | 140,172 | +48,194 | +52.4% | 0.94% | $12.1M | $85.57 |
| 2025 Q1 | ADDED | 91,978 | +22,200 | +31.8% | 1.21% | $8.4M | $89.86 |
As of 2025 Q4 — sorted by position size