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

Strait & Sound Wealth Management’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	$438K	Hold	585	–	–	0.15%	104
2026 Q1	$382K	Sell	585 -12	-2%	-$8.19K	0.14%	111
2025 Q4	$409K	Sell	597 -1	-0.2%	-$679	0.15%	101
2025 Q3	$400K	Buy	598 +11	+2%	+$7.08K	0.15%	105
2025 Q2	$364K	Buy	587 +5	+0.9%	+$2.87K	0.15%	103
2025 Q1	$327K	Hold	582	–	–	0.15%	108
2024 Q4	$343K	Hold	582	–	–	0.16%	101
2024 Q3	$336K	Sell	582 -118	-17%	-$65.6K	0.16%	99
2024 Q2	$383K	Buy	+700	New	+$368K	0.2%	88
2023 Q2	–	Sell	-699	Closed	-$287K	–	111
2023 Q1	$287K	Sell	699 -6	-0.9%	-$2.41K	0.29%	84
2022 Q4	$282K	Buy	+705	New	+$272K	0.31%	79

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Strait & Sound Wealth Management's IVV Position: Q2 2026 in Review

Strait & Sound Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 585 shares worth $438K. The position accounts for 0.15% of the portfolio, ranked #104.

Strait & Sound Wealth Management first reported a position in IVV in Q4 2022 and has held it in 11 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Strait & Sound Wealth Management held 585 shares of iShares Core S&P 500 ETF worth $438K as of Q2 2026.
Strait & Sound Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.15% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #104 holding.
Strait & Sound Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 11 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.