Sound Stewardship, LLC IVV Holdings History
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 $637.58, Sound Stewardship, LLC's estimated gain on his IVV holdings is $4.75 Mil, reflecting a 56.62% gain to date.
Sound Stewardship, LLC IVV ($637.58) Holding Chart
Sound Stewardship, LLC IVV ($637.58) 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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