iShares S&P 500 Growth Index shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 139k | 75.10 |
| 2023-09-30 | $9.0M | 132k | 68.42 |
| 2023-06-30 | $9.2M | 131k | 70.48 |
| 2023-03-31 | $8.4M | 132k | 63.89 |
| 2022-12-31 | $7.1M | 121k | 58.50 |
| 2022-09-30 | $8.2M | 141k | 57.85 |
| 2022-06-30 | $7.8M | 129k | 60.35 |
| 2022-03-31 | $8.6M | 113k | 76.38 |
| 2021-12-31 | $12M | 147k | 83.67 |
| 2021-09-30 | $13M | 180k | 73.91 |
| 2021-06-30 | $14M | 186k | 72.73 |
| 2021-03-31 | $12M | 182k | 65.11 |
| 2020-12-31 | $12M | 193k | 63.82 |
| 2020-09-30 | $7.8M | 34k | 231.09 |
| 2020-06-30 | $2.2M | 11k | 207.49 |
| 2020-03-31 | $3.1M | 19k | 165.05 |
| 2019-12-31 | $1.2M | 6.4k | 193.69 |
| 2019-09-30 | $1.0M | 5.8k | 179.97 |
| 2019-06-30 | $1.0M | 5.8k | 179.28 |
| 2019-03-31 | $1.0M | 6.0k | 172.43 |
| 2018-12-31 | $861k | 5.7k | 150.74 |