iShares S&P 500 Index shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 5.5k | 669.28 |
| 2025-06-30 | $3.4M | 5.5k | 620.89 |
| 2025-03-31 | $2.9M | 5.2k | 561.92 |
| 2024-12-31 | $3.2M | 5.5k | 588.64 |
| 2024-09-30 | $3.2M | 5.6k | 576.87 |
| 2024-06-30 | $1.9M | 3.4k | 547.25 |
| 2024-03-31 | $1.8M | 3.4k | 525.76 |
| 2023-12-31 | $1.7M | 3.5k | 477.67 |
| 2023-09-30 | $1.5M | 3.5k | 429.40 |
| 2023-06-30 | $1.4M | 3.1k | 445.72 |
| 2023-03-31 | $1.5M | 3.7k | 411.06 |
| 2022-12-31 | $1.4M | 3.5k | 384.17 |
| 2022-09-30 | $1.3M | 3.5k | 358.58 |
| 2022-06-30 | $1.3M | 3.5k | 379.29 |
| 2022-03-31 | $777k | 1.7k | 453.59 |
| 2021-12-31 | $817k | 1.7k | 476.94 |
| 2021-09-30 | $744k | 1.7k | 430.56 |
| 2021-06-30 | $743k | 1.7k | 429.98 |
| 2021-03-31 | $687k | 1.7k | 398.03 |
| 2020-12-31 | $648k | 1.7k | 375.43 |
| 2020-09-30 | $580k | 1.7k | 336.23 |
| 2020-06-30 | $534k | 1.7k | 309.74 |
| 2020-03-31 | $445k | 1.7k | 258.42 |
| 2019-12-31 | $557k | 1.7k | 323.46 |
| 2019-09-30 | $572k | 1.9k | 298.69 |
| 2019-06-30 | $564k | 1.9k | 294.52 |
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