iShares S&P 500 Index shares owned by Soundwatch Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Soundwatch Capital
from 13F filings
Historical chart of Soundwatch Capital investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 500 Index by Soundwatch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $272M | 472k | 576.82 |
| 2024-06-30 | $5.6M | 10k | 547.23 |
| 2024-03-31 | $225M | 428k | 525.35 |
| 2023-12-31 | $130M | 281k | 462.55 |
| 2023-09-30 | $185M | 431k | 429.43 |
| 2023-06-30 | $171M | 2.7M | 62.57 |
| 2023-03-31 | $175M | 425k | 411.10 |
| 2022-12-31 | $17M | 233k | 73.78 |
| 2022-09-30 | $87M | 242k | 359.00 |
| 2022-06-30 | $84M | 221k | 379.73 |
| 2022-03-31 | $100M | 220k | 453.51 |
| 2021-12-31 | $191M | 400k | 478.18 |
| 2021-09-30 | $139M | 322k | 430.82 |
| 2021-06-30 | $98M | 228k | 429.92 |
| 2021-03-31 | $93M | 233k | 397.91 |
| 2020-12-31 | $87M | 233k | 375.47 |
| 2020-09-30 | $1.4k | 4.2k | 0.34 |
| 2020-06-30 | $84M | 293k | 285.35 |
| 2020-03-31 | $75M | 288k | 258.40 |
| 2019-12-31 | $92M | 283k | 323.24 |