Sontag Advisory »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Sontag Advisory

Quarter filed Position value Share count Share price at filing
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

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Value Index