iShares S&P MidCap 400 Index shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $974M | 15M | 65.26 |
| 2025-06-30 | $919M | 15M | 62.02 |
| 2025-03-31 | $903M | 16M | 58.35 |
| 2024-12-31 | $474M | 7.6M | 62.31 |
| 2024-09-30 | $449M | 7.2M | 62.32 |
| 2024-06-30 | $403M | 6.9M | 58.52 |
| 2024-03-31 | $410M | 6.8M | 60.74 |
| 2023-12-31 | $375M | 1.4M | 277.15 |
| 2023-09-30 | $332M | 1.3M | 249.36 |
| 2023-06-30 | $350M | 1.3M | 261.48 |
| 2023-03-31 | $329M | 1.3M | 250.16 |
| 2022-12-31 | $304M | 1.3M | 241.89 |
| 2022-09-30 | $276M | 1.3M | 219.26 |
| 2022-06-30 | $283M | 1.3M | 226.23 |
| 2022-03-31 | $204M | 759k | 268.34 |
| 2021-12-31 | $205M | 723k | 283.08 |
| 2021-09-30 | $307M | 1.2M | 263.07 |
| 2021-06-30 | $159M | 592k | 268.73 |
| 2021-03-31 | $166M | 639k | 260.28 |
| 2020-12-31 | $99M | 430k | 229.83 |
| 2020-09-30 | $41M | 219k | 185.31 |
| 2020-06-30 | $29M | 161k | 177.82 |
| 2020-03-31 | $38M | 265k | 143.86 |
| 2019-12-31 | $4.9M | 24k | 205.82 |
| 2019-09-30 | $475k | 2.5k | 193.17 |
| 2018-12-31 | $165k | 991 | 166.50 |