iShares S&P 500 Index shares owned by Sandbox Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sandbox Financial Partners
from 13F filings
Historical chart of Sandbox Financial Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sandbox Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.7k | 669.11 |
| 2025-06-30 | $1.0M | 1.7k | 620.99 |
| 2025-03-31 | $933k | 1.7k | 561.97 |
| 2024-12-31 | $974k | 1.7k | 588.59 |
| 2024-09-30 | $944k | 1.6k | 576.81 |
| 2024-06-30 | $893k | 1.6k | 547.08 |
| 2024-03-31 | $843k | 1.6k | 525.58 |
| 2023-12-31 | $761k | 1.6k | 477.65 |
| 2023-09-30 | $740k | 1.7k | 429.44 |
| 2023-06-30 | $803k | 1.8k | 445.70 |
| 2023-03-31 | $699k | 1.7k | 411.16 |
| 2022-12-31 | $255k | 664 | 384.13 |
| 2022-09-30 | $412k | 1.1k | 358.57 |
| 2022-03-31 | $235k | 517 | 454.55 |
| 2021-12-31 | $213k | 446 | 477.58 |
| 2021-06-30 | $273k | 635 | 429.92 |
More positions owned by Sandbox Financial Partners
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