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Ishares Tr usa min vo shares owned by Soundwatch Capital

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Soundwatch Capital from 13F filings

Historical chart of Soundwatch Capital investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Soundwatch Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Soundwatch Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $725k 1.8k 403.40

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Large Cap Etf (VV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Advisor Managed Portfolios Soundwatch Hedgd (SHDG)
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View all positions for Soundwatch Capital

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Wells Fargo & Company
UBS Group
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Ishares Tr usa min vo