Strait & Sound Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$400K Buy
2025
Q2
$364K Buy
2025
Q1
$327K Hold
2024
Q4
$343K Hold
2024
Q3
$336K Sell
2024
Q2
$383K Buy
2023
Q2
Sell
2023
Q1
$287K Sell
2022
Q4
$282K Buy