iShares Russell 3000 Index shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $16M | 59k | 273.74 |
| 2023-09-30 | $15M | 59k | 245.06 |
| 2023-06-30 | $12M | 49k | 254.48 |
| 2023-03-31 | $11M | 48k | 235.41 |
| 2022-12-31 | $10M | 47k | 220.68 |
| 2022-09-30 | $9.5M | 46k | 207.05 |
| 2022-06-30 | $9.9M | 45k | 217.39 |
| 2022-03-31 | $12M | 45k | 262.37 |
| 2021-12-31 | $10M | 38k | 277.50 |
| 2021-09-30 | $9.6M | 38k | 254.84 |
| 2021-06-30 | $12M | 46k | 255.91 |
| 2021-03-31 | $9.8M | 41k | 237.22 |
| 2020-12-31 | $9.3M | 41k | 223.54 |
| 2020-03-31 | $7.3M | 50k | 148.33 |