Soundwatch Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Soundwatch Capital’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$314K	Hold	2,119	–	–	0.03%	39
2026 Q1	$263K	Sell	2,119 -26	-1%	-$3.3K	0.03%	39
2025 Q4	$258K	Sell	2,145 -138	-6%	-$16.5K	0.04%	42
2025 Q3	$271K	Sell	2,283 -8,161	-78%	-$939K	0.04%	32
2025 Q2	$2.53M	Buy	10,444 +7,586	+265%	+$784K	0.43%	46
2025 Q1	$299K	Sell	2,858 -815	-22%	-$92K	0.14%	23
2024 Q4	$423K	Buy	3,673 +872	+31%	+$104K	0.04%	25
2024 Q3	$328K	Buy	+2,801	New	+$316K	0.05%	26
2024 Q1	–	Sell	-2,800	Closed	-$303K	–	20
2023 Q4	$303K	Buy	+2,800	New	+$270K	0.15%	26

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Soundwatch Capital's IJR Position: Q2 2026 in Review

Soundwatch Capital held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,119 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #39.

Soundwatch Capital first reported a position in IJR in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.53M in Q2 2025. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Soundwatch Capital held 2,119 shares of iShares Core S&P Small-Cap ETF worth $314K as of Q2 2026.
Soundwatch Capital left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.03% of Soundwatch Capital's portfolio in Q2 2026, its #39 holding.
Soundwatch Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 9 quarters since.
Soundwatch Capital's iShares Core S&P Small-Cap ETF position peaked at $2.53M in Q2 2025.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Soundwatch Capital's 13F filing for Q2 2026, filed 13 Aug 2026.