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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by Sound Stewardship

Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)
Ishares Tr Core S&p500 Etf (IVV)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Fds Inf Tech Etf (VGT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Sound Stewardship

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
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Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index