iShares S&P 1500 Index Fund shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 105k | 105.23 |
| 2023-09-30 | $7.4M | 79k | 94.19 |
| 2023-06-30 | $11M | 115k | 97.84 |
| 2023-03-31 | $6.3M | 70k | 90.55 |
| 2022-12-31 | $6.3M | 74k | 84.80 |
| 2022-09-30 | $6.8M | 85k | 79.54 |
| 2022-06-30 | $2.1M | 26k | 83.78 |
| 2022-03-31 | $2.6M | 25k | 100.95 |
| 2021-12-31 | $2.9M | 27k | 106.97 |
| 2021-09-30 | $2.8M | 29k | 98.38 |
| 2021-06-30 | $3.0M | 30k | 98.75 |
| 2021-03-31 | $3.0M | 33k | 91.60 |
| 2020-12-31 | $2.9M | 34k | 86.21 |
| 2020-09-30 | $2.2M | 30k | 75.49 |
| 2020-06-30 | $2.2M | 31k | 69.44 |
| 2020-03-31 | $2.8M | 49k | 57.21 |
| 2019-12-31 | $5.7M | 78k | 72.69 |
| 2019-09-30 | $6.9M | 103k | 67.07 |
| 2019-06-30 | $8.1M | 121k | 66.63 |
| 2019-03-31 | $6.1M | 94k | 64.40 |
| 2018-12-31 | $57k | 1.0k | 57.00 |