Sound Income Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Sound Income Strategies’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.2M	Buy	22,945 +3,059	+15%	+$2.23M	0.77%	44
2026 Q1	$13.1M	Buy	19,886 +277	+1%	+$189K	0.63%	54
2025 Q4	$13.6M	Buy	19,609 +7,884	+67%	+$5.35M	0.64%	57
2025 Q3	$7.91M	Buy	11,725 +2,646	+29%	+$1.7M	0.43%	71
2025 Q2	$5.64M	Buy	9,079 +622	+7%	+$357K	0.32%	78
2025 Q1	$4.75M	Sell	8,457 -926	-10%	-$547K	0.28%	94
2024 Q4	$5.52M	Sell	9,383 -1,274	-12%	-$754K	0.34%	75
2024 Q3	$6.15M	Buy	10,657 +346	+3%	+$192K	0.4%	65
2024 Q2	$5.64M	Buy	10,311 +117	+1%	+$61.5K	0.35%	68
2024 Q1	$5.36M	Buy	10,194 +2,476	+32%	+$1.24M	0.4%	63
2023 Q4	$3.69M	Buy	7,718 +5,895	+323%	+$2.64M	0.31%	79
2023 Q3	$783K	Buy	1,823 +298	+20%	+$133K	0.07%	108
2023 Q2	$680K	Sell	1,525 -169	-10%	-$71.2K	0.07%	106
2023 Q1	$696K	Sell	1,694 -164	-9%	-$65.8K	0.08%	103
2022 Q4	$714K	Sell	1,858 -1,490	-45%	-$575K	0.09%	93
2022 Q3	$1.2M	Sell	3,348 -276	-8%	-$110K	0.17%	80
2022 Q2	$1.37M	Buy	3,624 +945	+35%	+$389K	0.18%	76
2022 Q1	$1.22M	Sell	2,679 -1,150	-30%	-$514K	0.14%	82
2021 Q4	$1.83M	Sell	3,829 -1,227	-24%	-$565K	0.21%	75
2021 Q3	$2.18M	Sell	5,056 -1,879	-27%	-$833K	0.28%	65
2021 Q2	$2.98M	Sell	6,935 -2,276	-25%	-$953K	0.43%	47
2021 Q1	$3.66M	Sell	9,211 -693	-7%	-$268K	0.62%	38
2020 Q4	$3.72M	Sell	9,904 -58	-0.6%	-$20.6K	0.82%	19
2020 Q3	$3.35M	Sell	9,962 -96	-1%	-$31.9K	0.92%	13
2020 Q2	$3.12M	Buy	10,058 +2,123	+27%	+$623K	0.93%	13
2020 Q1	$2.05M	Buy	7,935 +143	+2%	+$43.8K	0.71%	22
2019 Q4	$2.52M	Sell	7,792 -101	-1%	-$31.3K	0.68%	15
2019 Q3	$2.36M	Buy	7,893 +318	+4%	+$94.5K	0.71%	15
2019 Q2	$2.23M	Buy	7,575 +1,169	+18%	+$339K	0.77%	13
2019 Q1	$1.82M	Buy	6,406 +139	+2%	+$38K	0.83%	13
2018 Q4	$1.58M	Buy	6,267 +1,159	+23%	+$315K	0.83%	14
2018 Q3	$1.5M	Buy	5,108 +1,849	+57%	+$530K	0.73%	19
2018 Q2	$890K	Buy	3,259 +1,173	+56%	+$319K	0.52%	24
2018 Q1	$554K	Buy	2,086 +1,588	+319%	+$437K	0.36%	35
2017 Q4	$133K	Buy	+498	New	+$130K	0.09%	55

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Sound Income Strategies's IVV Position: Q2 2026 in Review

Sound Income Strategies increased its iShares Core S&P 500 ETF (IVV) stake by 15% in Q2 2026, buying an estimated $2.23M and bringing the position to 22,945 shares worth $17.2M. The position accounts for 0.77% of the portfolio, ranked #44.

Sound Income Strategies first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Sound Income Strategies held 22,945 shares of iShares Core S&P 500 ETF worth $17.2M as of Q2 2026.
Sound Income Strategies bought 3,059 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.23M.
iShares Core S&P 500 ETF made up 0.77% of Sound Income Strategies's portfolio in Q2 2026, its #44 holding.
Sound Income Strategies first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.