iShares Russell 1000 Index shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $30M | 96k | 314.39 |
| 2024-06-30 | $12M | 39k | 297.54 |
| 2024-03-31 | $12M | 41k | 288.03 |
| 2023-12-31 | $11M | 41k | 262.26 |
| 2023-09-30 | $10M | 43k | 234.91 |
| 2023-06-30 | $10M | 43k | 243.74 |
| 2023-03-31 | $10M | 45k | 225.23 |
| 2022-12-31 | $9.4M | 45k | 210.52 |
| 2022-09-30 | $9.4M | 48k | 197.33 |
| 2022-06-30 | $5.7M | 28k | 207.77 |
| 2022-03-31 | $6.9M | 28k | 250.07 |
| 2021-12-31 | $5.3M | 20k | 264.43 |
| 2021-09-30 | $5.0M | 21k | 241.73 |
| 2021-06-30 | $6.0M | 25k | 242.10 |
| 2021-03-31 | $6.2M | 28k | 223.82 |
| 2020-12-31 | $5.5M | 26k | 211.84 |
| 2020-03-31 | $2.6M | 19k | 141.52 |