iShares Russell 1000 Value Index shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares Russell 1000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Value 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 Russell 1000 Value Index by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 161k | 203.59 |
| 2025-06-30 | $29M | 149k | 194.23 |
| 2025-03-31 | $41M | 219k | 188.16 |
| 2024-12-31 | $20M | 107k | 185.13 |
| 2024-09-30 | $20M | 107k | 189.80 |
| 2024-06-30 | $15M | 86k | 174.47 |
| 2024-03-31 | $16M | 89k | 179.11 |
| 2023-12-31 | $15M | 90k | 165.25 |
| 2023-09-30 | $14M | 91k | 151.82 |
| 2023-06-30 | $14M | 87k | 157.83 |
| 2023-03-31 | $14M | 91k | 152.26 |
| 2022-12-31 | $14M | 92k | 151.65 |
| 2022-09-30 | $12M | 91k | 135.99 |
| 2022-06-30 | $12M | 82k | 144.97 |
| 2022-03-31 | $12M | 74k | 165.97 |
| 2021-12-31 | $14M | 81k | 167.93 |
| 2021-09-30 | $14M | 88k | 156.51 |
| 2021-06-30 | $13M | 82k | 158.62 |
| 2021-03-31 | $12M | 80k | 151.55 |
| 2020-12-31 | $10M | 75k | 136.74 |
| 2020-09-30 | $5.0M | 42k | 118.13 |
| 2020-06-30 | $1.1M | 9.9k | 112.64 |
| 2020-03-31 | $6.9M | 70k | 99.19 |
| 2018-12-31 | $4.1M | 37k | 111.05 |
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index