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iShares S&P NA Tech. Sec. Idx shares owned by Sontag Advisory

Quarter-by-quarter ownership of iShares S&P NA Tech. Sec. Idx (IGM) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in iShares S&P NA Tech. Sec. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tech. Sec. Idx held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tech. Sec. Idx by Sontag Advisory

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$2.1M	17k	125.95
2025-06-30	$966k	8.6k	112.34
2025-03-31	$865k	9.5k	90.67
2024-12-31	$415k	4.1k	102.09
2024-09-30	$345k	3.6k	95.94
2024-06-30	$340k	3.6k	94.31
2024-03-31	$310k	3.6k	86.18
2023-12-31	$269k	600	448.18

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)

Vanguard MSCI EAFE ETF Etf (VEA)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

iShares Core S&P Mid-Cap ETF Etf (IJH)

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Vanguard Index Fds Total Stk Mkt (VTI)

Schwab International Equity ETF Etf (SCHF)

Vanguard FTSE Emerging Markets ETF Etf (VWO)

Vanguard Index Fds Growth Etf (VUG)

iShares Core S&P Small-Cap ETF Etf (IJR)

Vanguard Malvern Fds Strm Infproidx (VTIP)

Vanguard Index Fds Mid Cap Etf (VO)

Vanguard Extended Market ETF Etf (VXF)

Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding iShares S&P NA Tech. Sec. Idx

Envestnet Asset Management

Raymond James Financial

Morgan Stanley

Branch Banking & Trust Company

Janney Montgomery Scott

Signature Estate and Investment Advisors

Steward Partners Investment Advisory

Ameriprise Financial

View all funds holding iShares S&P NA Tech. Sec. Idx

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