iShares S&P 500 Index shares owned by Strait & Sound Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Strait & Sound Wealth Management
from 13F filings
Historical chart of Strait & Sound Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Strait & Sound Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $400k | 598 | 669.30 |
| 2025-06-30 | $365k | 587 | 620.90 |
| 2025-03-31 | $327k | 582 | 561.90 |
| 2024-12-31 | $343k | 582 | 588.68 |
| 2024-09-30 | $336k | 582 | 576.82 |
| 2023-03-31 | $287k | 699 | 411.08 |
| 2022-12-31 | $282k | 705 | 399.63 |
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