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iShares S&P SmallCap 600 Index shares owned by Soundmark Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Soundmark Wealth Management from 13F filings

Historical chart of Soundmark Wealth Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Soundmark Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Soundmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 23k 110.52
2023-12-31 $2.5M 23k 108.25
2023-09-30 $2.2M 23k 94.33
2023-06-30 $2.3M 23k 99.65
2023-03-31 $2.2M 23k 96.70
2022-12-31 $2.1M 23k 94.64
2022-09-30 $2.0M 23k 87.19
2022-06-30 $2.1M 23k 92.40
2022-03-31 $2.5M 23k 107.86
2021-12-31 $2.9M 25k 114.49
2021-09-30 $4.9M 45k 109.18
2021-06-30 $5.1M 45k 112.62
2021-03-31 $4.9M 45k 108.58
2020-12-31 $4.1M 45k 91.90

More positions owned by Soundmark Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Soundmark Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index