iShares S&P 500 Value Index shares owned by Sound Income Strategies
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sound Income Strategies
from 13F filings
Historical chart of Sound Income Strategies investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 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 S&P 500 Value Index by Sound Income Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 8.2k | 207.11 |
| 2025-06-30 | $1.5M | 7.7k | 195.41 |
| 2025-03-31 | $1.1M | 5.8k | 190.59 |
| 2024-12-31 | $3.0M | 16k | 190.88 |
| 2024-09-30 | $687k | 3.5k | 197.18 |
| 2024-06-30 | $3.5M | 19k | 182.01 |
| 2024-03-31 | $2.5M | 14k | 186.82 |
| 2023-12-31 | $35k | 200 | 173.81 |
| 2023-06-30 | $174k | 1.1k | 161.13 |
| 2022-06-30 | $14k | 102 | 137.25 |
| 2021-03-31 | $587 | 4 | 146.75 |
| 2020-12-31 | $1.0k | 4 | 250.00 |
| 2020-09-30 | $0 | 4 | 0.00 |
| 2020-06-30 | $0 | 4 | 0.00 |
| 2020-03-31 | $0 | 4 | 0.00 |
| 2019-12-31 | $1.0k | 4 | 250.00 |
| 2019-09-30 | $0 | 4 | 0.00 |
| 2019-06-30 | $0 | 4 | 0.00 |
| 2019-03-31 | $0 | 4 | 0.00 |
| 2018-12-31 | $7.0k | 59 | 118.64 |
| 2018-09-30 | $7.0k | 63 | 111.11 |
| 2018-06-30 | $7.0k | 63 | 111.11 |
| 2018-03-31 | $14k | 130 | 107.69 |