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iShares Russell 3000 Value Index shares owned by Sound Income Strategies

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Sound Income Strategies from 13F filings

Historical chart of Sound Income Strategies investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Value Index by Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 11k 105.25
2025-09-30 $171k 1.7k 100.23
2025-06-30 $290k 3.1k 94.64
2025-03-31 $40k 428 92.37
2024-03-31 $28k 305 90.44
2023-12-31 $106k 1.3k 84.33

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)
Blue Owl Capital Corporation Cef (OBDC)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Pennantpark Floating Rate Cap Cef (PFLT)
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)
Blackstone Secd Lending Cef (BXSL)
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)
Sound Enhanced Fixed Income Etf Etf (FXED)
Citigroup Stock (C)
Omnicom Group Stock (OMC)
Enbridge Stock (ENB)
Greif Inc Cl B Stock (GEF.B)

View all positions for Sound Income Strategies

Top funds holding iShares Russell 3000 Value Index

LPL Financial
Jones Financial Companies, L.L
Envestnet Asset Management
Signature
Ronald Blue Trust
Kestra Investment Management
Aspiriant
Merit Financial Group
Jpmorgan Chase & Co
Raymond James Financial
UBS Group
Royal Bank of Canada
Auto-Owners Insurance
Venturi Wealth Management
Pnc Financial Services

View all funds holding iShares Russell 3000 Value Index