iShares Dow Jones US Utilities shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares Dow Jones US Utilities
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Quarterly reported holdings in iShares Dow Jones US Utilities by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $205k | 1.8k | 110.90 |
| 2025-03-31 | $314k | 3.1k | 101.42 |
| 2024-12-31 | $298k | 3.1k | 96.21 |
| 2024-09-30 | $316k | 3.1k | 102.02 |
| 2024-06-30 | $272k | 3.1k | 87.88 |
| 2024-03-31 | $264k | 3.1k | 84.52 |
| 2023-12-31 | $217k | 2.7k | 79.93 |
| 2022-12-31 | $214k | 2.5k | 86.54 |
| 2022-09-30 | $200k | 2.5k | 80.94 |
| 2022-06-30 | $212k | 2.5k | 85.80 |
| 2022-03-31 | $225k | 2.5k | 91.06 |
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