iShares S&P 500 Growth Index shares owned by Sound Income Strategies
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Sound Income Strategies
from 13F filings
Historical chart of Sound Income Strategies investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 Growth Index by Sound Income Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 31k | 122.06 |
| 2025-06-30 | $3.3M | 30k | 110.10 |
| 2025-03-31 | $3.0M | 32k | 92.83 |
| 2024-12-31 | $3.1M | 30k | 101.53 |
| 2024-09-30 | $2.6M | 27k | 95.75 |
| 2024-06-30 | $2.4M | 26k | 92.54 |
| 2024-03-31 | $1.8M | 21k | 84.44 |
| 2023-12-31 | $179k | 2.4k | 75.09 |
| 2023-09-30 | $18k | 265 | 68.42 |
| 2023-06-30 | $18k | 253 | 70.48 |
| 2023-03-31 | $511 | 8 | 63.88 |
| 2022-12-31 | $468 | 8 | 58.50 |
| 2022-09-30 | $0 | 8 | 0.00 |
| 2022-06-30 | $27k | 448 | 60.27 |
| 2022-03-31 | $1.0k | 8 | 125.00 |
| 2021-12-31 | $13k | 157 | 82.80 |
| 2021-09-30 | $1.0k | 8 | 125.00 |
| 2021-06-30 | $16k | 220 | 72.73 |
| 2021-03-31 | $27k | 417 | 65.13 |
| 2020-12-31 | $27k | 417 | 64.75 |
| 2020-09-30 | $24k | 104 | 230.77 |
| 2020-06-30 | $22k | 104 | 211.54 |
| 2020-03-31 | $17k | 104 | 163.46 |
| 2019-12-31 | $20k | 104 | 192.31 |
| 2019-09-30 | $19k | 103 | 184.47 |
| 2019-06-30 | $18k | 103 | 174.76 |
| 2019-03-31 | $18k | 103 | 174.76 |
| 2018-12-31 | $9.0k | 53 | 169.81 |
| 2018-09-30 | $9.0k | 53 | 169.81 |
| 2018-06-30 | $9.0k | 53 | 169.81 |
| 2018-03-31 | $22k | 143 | 153.85 |
| 2017-12-31 | $8.0k | 53 | 150.94 |