iShares Russell Midcap Value Index shares owned by Sound Income Strategies
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Sound Income Strategies
from 13F filings
Historical chart of Sound Income Strategies investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Sound Income Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $65k | 469 | 138.98 |
| 2025-06-30 | $95k | 717 | 132.12 |
| 2025-03-31 | $82k | 654 | 125.94 |
| 2024-12-31 | $89k | 685 | 129.30 |
| 2024-09-30 | $95k | 718 | 132.29 |
| 2024-06-30 | $84k | 693 | 120.76 |
| 2024-03-31 | $99k | 788 | 125.34 |
| 2023-12-31 | $128k | 1.1k | 116.28 |
| 2023-09-30 | $120k | 1.2k | 104.34 |
| 2023-06-30 | $128k | 1.2k | 109.84 |
| 2023-03-31 | $155k | 1.5k | 106.20 |
| 2022-12-31 | $201k | 1.9k | 105.35 |
| 2022-09-30 | $263k | 2.7k | 96.20 |
| 2022-06-30 | $276k | 2.7k | 101.51 |
| 2022-03-31 | $353k | 3.0k | 119.66 |
| 2021-12-31 | $372k | 3.0k | 122.37 |
| 2021-09-30 | $359k | 3.2k | 113.32 |
| 2021-06-30 | $406k | 3.5k | 114.95 |
| 2020-03-31 | $3.0k | 45 | 66.67 |
| 2019-12-31 | $4.0k | 45 | 88.89 |
| 2019-09-30 | $12k | 130 | 92.31 |
| 2019-06-30 | $12k | 130 | 92.31 |
| 2019-03-31 | $11k | 130 | 84.62 |
| 2018-12-31 | $12k | 130 | 92.31 |
| 2018-09-30 | $12k | 130 | 92.31 |
| 2018-06-30 | $12k | 130 | 92.31 |
| 2018-03-31 | $11k | 130 | 84.62 |
| 2017-12-31 | $11k | 130 | 84.62 |
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