Sound Income Strategies, LLC Ishares Tr Russell 200 Value E Transaction History

Sound Income Strategies, LLC

$1.63 Billion
Q2 2025

A detailed history of Sound Income Strategies, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Sound Income Strategies, LLC holds 2,019 shares of IWX stock, worth $170,686. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,019

Previous 1,889 6.88%

Holding current value

$170,686

Previous $155,000 9.03%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$73.26 - $84.19 $9,523 - $10,944	130 Added 6.88%	2,019 $169,000
Q4 2024 Jan 21, 2025	SELL	$78.25 - $85.17 $9,703 - $10,561	-124 Reduced 6.16%	1,889 $149,000
Q2 2024 Jul 12, 2024	SELL	$72.57 - $76.65 $8,998 - $9,504	-124 Reduced 5.8%	2,013 $150,000
Q1 2024 Apr 15, 2024	BUY	$69.24 - $76.32 $2,561 - $2,823	37 Added 1.76%	2,137 $163,000
Q4 2023 Jan 10, 2024	SELL	$62.27 - $70.35 $80,951 - $91,454	-1,300 Reduced 38.24%	2,100 $147,000
Q3 2023 Oct 12, 2023	SELL	$65.37 - $69.65 $8,498 - $9,054	-130 Reduced 3.68%	3,400 $222,000
Q2 2023 Jul 10, 2023	SELL	$64.02 - $67.44 $61,011 - $64,270	-953 Reduced 21.26%	3,530 $238,000
Q1 2023 Apr 10, 2023	SELL	$62.44 - $68.0 $73,866 - $80,444	-1,183 Reduced 20.88%	4,483 $291,000
Q4 2022 Jan 11, 2023	SELL	$58.03 - $67.72 $19,498 - $22,753	-336 Reduced 5.6%	5,666 $0
Q3 2022 Oct 18, 2022	SELL	$57.71 - $67.79 $173,014 - $203,234	-2,998 Reduced 33.31%	6,002 $346,000
Q2 2022 Jul 11, 2022	SELL	$59.87 - $70.62 $68,850 - $81,213	-1,150 Reduced 11.33%	9,000 $556,000
Q1 2022 Apr 11, 2022	SELL	$66.32 - $71.56 $20,028 - $21,611	-302 Reduced 2.89%	10,150 $707,000
Q4 2021 Jan 13, 2022	SELL	$65.77 - $70.18 $48,077 - $51,301	-731 Reduced 6.54%	10,452 $732,000
Q3 2021 Oct 12, 2021	SELL	$65.07 - $68.62 $82,053 - $86,529	-1,261 Reduced 10.13%	11,183 $734,000
Q2 2021 Jul 13, 2021	BUY	$64.11 - $67.99 $797,784 - $846,067	12,444 New	12,444 $827,000

Others Institutions Holding IWX

# of Institutions

225

Shares Held

47.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
Sector ETFs
Industry ETFs

More about IWX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.

Account

Sound Income Strategies, LLC Ishares Tr Russell 200 Value E Transaction History