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
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Quarterly reported holdings in iShares Russell 1000 Value Index by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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