iShares S&P 500 Index shares owned by Sound Income Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sound Income Strategies
from 13F filings
Historical chart of Sound Income Strategies investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Sound Income Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 12k | 674.54 |
| 2025-06-30 | $5.6M | 9.1k | 620.92 |
| 2025-03-31 | $4.8M | 8.5k | 561.92 |
| 2024-12-31 | $5.5M | 9.4k | 588.67 |
| 2024-09-30 | $6.1M | 11k | 576.81 |
| 2024-06-30 | $5.6M | 10k | 547.24 |
| 2024-03-31 | $5.4M | 10k | 525.75 |
| 2023-12-31 | $3.7M | 7.7k | 477.61 |
| 2023-09-30 | $783k | 1.8k | 429.33 |
| 2023-06-30 | $680k | 1.5k | 445.58 |
| 2023-03-31 | $696k | 1.7k | 411.05 |
| 2022-12-31 | $714k | 1.9k | 384.16 |
| 2022-09-30 | $1.2M | 3.3k | 358.72 |
| 2022-06-30 | $1.4M | 3.6k | 379.14 |
| 2022-03-31 | $1.2M | 2.7k | 453.53 |
| 2021-12-31 | $1.8M | 3.8k | 476.89 |
| 2021-09-30 | $2.2M | 5.1k | 430.78 |
| 2021-06-30 | $3.0M | 6.9k | 429.99 |
| 2021-03-31 | $3.7M | 9.2k | 397.80 |
| 2020-12-31 | $3.7M | 9.9k | 375.40 |
| 2020-09-30 | $3.3M | 10k | 336.08 |
| 2020-06-30 | $3.1M | 10k | 309.70 |
| 2020-03-31 | $2.1M | 7.9k | 258.35 |
| 2019-12-31 | $2.5M | 7.8k | 323.28 |
| 2019-09-30 | $2.4M | 7.9k | 298.49 |
| 2019-06-30 | $2.2M | 7.6k | 294.79 |
| 2019-03-31 | $1.8M | 6.4k | 284.58 |
| 2018-12-31 | $1.4M | 4.7k | 292.86 |
| 2018-09-30 | $892k | 3.3k | 272.95 |
| 2018-06-30 | $890k | 3.3k | 273.09 |
| 2018-03-31 | $554k | 2.1k | 265.58 |
| 2017-12-31 | $133k | 498 | 267.07 |