Sound Income Strategies »

iShares Morningstar Large Value shares owned by Sound Income Strategies

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Sound Income Strategies from 13F filings

Historical chart of Sound Income Strategies investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Value by Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $571k 6.4k 89.88
2025-06-30 $348k 4.2k 83.39
2025-03-31 $188k 2.3k 81.45

More positions owned by Sound Income Strategies

Sixth Street Specialty Lending Cef (TSLX)
Ares Capital Corp Cef (ARCC)
Hercules Capital Cef (HTGC)
Golub Cap Bdc Cef (GBDC)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Blue Owl Capital Corporation Cef (OBDC)
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)
Pennantpark Floating Rate Cap Cef (PFLT)
Blackstone Secd Lending Cef (BXSL)
Citigroup Stock (C)
Sound Enhanced Fixed Income Etf Etf (FXED)
Enbridge Stock (ENB)
Abbvie Stock (ABBV)
Cisco Sys Stock (CSCO)

View all positions for Sound Income Strategies

Top funds holding iShares Morningstar Large Value

Equitable Holdings
Steele Capital Management
Matrix Trust
UBS Group
Raymond James Financial
Morgan Stanley
LPL Financial
Jpmorgan Chase & Co
Woodard & Co Asset Management Group
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Cetera Investment Advisers
Lauer Wealth
H D Vest Advisory Services

View all funds holding iShares Morningstar Large Value