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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Strait & Sound Wealth Management 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 Strait & Sound Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $336k 582 576.82
2023-03-31 $287k 699 411.08
2022-12-31 $282k 705 399.63

More positions owned by Strait & Sound Wealth Management

RBB Us Treas 3 Mnth (TBIL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Visa Com Cl A (V)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Strait & Sound Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index