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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
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)
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 SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index