iShares S&P MidCap 400 Growth shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 46k | 95.89 |
| 2025-06-30 | $4.2M | 47k | 90.98 |
| 2025-03-31 | $4.0M | 49k | 83.28 |
| 2024-12-31 | $2.1M | 23k | 90.93 |
| 2024-09-30 | $1.9M | 20k | 91.93 |
| 2024-06-30 | $1.5M | 17k | 88.11 |
| 2024-03-31 | $1.6M | 17k | 91.25 |
| 2023-12-31 | $1.4M | 18k | 79.22 |
| 2023-09-30 | $1.3M | 18k | 72.24 |
| 2023-06-30 | $1.2M | 16k | 75.00 |
| 2023-03-31 | $1.2M | 17k | 71.51 |
| 2022-12-31 | $1.1M | 17k | 68.30 |
| 2022-09-30 | $721k | 11k | 63.06 |
| 2022-06-30 | $403k | 6.3k | 63.70 |
| 2022-03-31 | $507k | 6.6k | 77.31 |
| 2021-12-31 | $560k | 6.6k | 85.24 |
| 2021-09-30 | $525k | 6.6k | 79.22 |
| 2021-06-30 | $538k | 6.6k | 80.98 |
| 2021-03-31 | $520k | 6.6k | 78.31 |
| 2020-12-31 | $479k | 6.6k | 72.19 |
| 2020-03-31 | $285k | 1.6k | 178.57 |
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