iShares S&P 500 Index shares owned by Sound Stewardship
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sound Stewardship
from 13F filings
Historical chart of Sound Stewardship investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Sound Stewardship consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Sound Stewardship
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 20k | 669.32 |
| 2025-06-30 | $12M | 20k | 620.90 |
| 2025-03-31 | $10M | 19k | 561.90 |
| 2024-12-31 | $11M | 19k | 588.67 |
| 2024-09-30 | $11M | 19k | 576.81 |
| 2024-06-30 | $10M | 19k | 547.22 |
| 2024-03-31 | $10M | 19k | 525.72 |
| 2023-12-31 | $8.9M | 19k | 477.63 |
| 2023-09-30 | $7.8M | 18k | 429.44 |
| 2023-06-30 | $8.1M | 18k | 445.72 |
| 2023-03-31 | $7.4M | 18k | 411.08 |
| 2022-12-31 | $6.1M | 16k | 384.22 |