Number of Shares
19,907.00
Current Holdings Value*
$12.36 Mil
% of Portfolio
6.38%
Total Estimate Gain
$4.70 Mil
% of Total Estimate Gain
56.08%

Sound Stewardship, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, Sound Stewardship, LLC held 19,907.00 shares of iShares Core S&P 500 ETF(IVV), totaling $12.36 Mil. This investment constitutes 6.38% of their stock portfolio, and Sound Stewardship, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2022Q4. And since then Sound Stewardship, LLC has made 8 purchases of IVV, at an average price of $406.02, for a total of 20,650.00 shares. In addition, there have been 2 sales at an average price of $591.10 for 743.00 shares. Based on historical transaction data and IVV's current price of $635.32, Sound Stewardship, LLC's estimated gain on his IVV holdings is $4.70 Mil, reflecting a 56.08% gain to date.

Sound Stewardship, LLC IVV ($635.32) Holding Chart

Sound Stewardship, LLC IVV ($635.32) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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