iShares S&P MidCap 400 Value Index shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares S&P MidCap 400 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Value 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 Value Index by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 114k | 123.62 |
| 2024-06-30 | $11M | 95k | 113.46 |
| 2024-03-31 | $10M | 87k | 118.29 |
| 2023-12-31 | $9.3M | 82k | 114.04 |
| 2023-09-30 | $8.5M | 84k | 100.93 |
| 2023-06-30 | $1.4M | 13k | 107.13 |
| 2023-03-31 | $1.4M | 14k | 102.77 |
| 2022-12-31 | $1.4M | 14k | 100.80 |
| 2022-09-30 | $718k | 8.0k | 90.05 |
| 2022-06-30 | $490k | 5.2k | 94.34 |
| 2022-03-31 | $560k | 5.1k | 109.67 |
| 2021-12-31 | $529k | 4.8k | 110.76 |
| 2021-09-30 | $505k | 4.9k | 103.00 |
| 2021-06-30 | $633k | 6.0k | 105.29 |
| 2021-03-31 | $615k | 6.0k | 101.97 |
| 2020-12-31 | $520k | 6.0k | 86.28 |
| 2020-03-31 | $549k | 5.0k | 109.82 |
Top funds holding iShares S&P MidCap 400 Value Index
View all funds holding iShares S&P MidCap 400 Value Index