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iShares S&P SmallCap 600 Index shares owned by Soundwatch Capital

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

Historical chart of Soundwatch Capital 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 Soundwatch Capital 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 Soundwatch Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $271k 2.3k 118.83
2025-06-30 $2.5M 10k 242.04
2025-03-31 $299k 2.9k 104.55
2024-12-31 $423k 3.7k 115.22
2024-09-30 $328k 2.8k 116.97
2023-12-31 $303k 2.8k 108.27

More positions owned by Soundwatch Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Ea Series Trust Alpha Architect
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Esg Us Stk Etf (ESGV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Advisor Managed Portfolios Soundwatch Hedgd (SHDG)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Goldman Sachs (GS)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Soundwatch Capital

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index