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iShares S&P SmallCap 600 Index shares owned by Sontag Advisory

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index 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 SmallCap 600 Index by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $206M 1.8M 116.96
2024-06-30 $177M 1.7M 106.66
2024-03-31 $178M 1.6M 110.52
2023-12-31 $171M 1.6M 108.25
2023-09-30 $145M 1.5M 94.33
2023-06-30 $152M 1.5M 99.65
2023-03-31 $143M 1.5M 96.70
2022-12-31 $133M 1.4M 94.64
2022-09-30 $119M 1.4M 87.19
2022-06-30 $124M 1.3M 92.41
2022-03-31 $144M 1.3M 107.88
2021-12-31 $145M 1.3M 114.51
2021-09-30 $131M 1.2M 109.19
2021-06-30 $139M 1.2M 112.98
2021-03-31 $129M 1.2M 108.53
2020-12-31 $87M 950k 91.90
2020-09-30 $35M 501k 70.23
2020-06-30 $35M 516k 68.29
2020-03-31 $57M 1.0M 56.11
2019-12-31 $63M 754k 83.85
2019-09-30 $57M 734k 77.84
2019-06-30 $55M 703k 78.28
2019-03-31 $52M 669k 77.15
2018-12-31 $42M 604k 69.32

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)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Financial Engines Advisors L.L.C
Pnc Financial Services
Royal Bank of Canada
BlackRock
Us Bancorp

View all funds holding iShares S&P SmallCap 600 Index