iShares Russell 2000 Index shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $48M | 198k | 241.96 |
| 2025-06-30 | $43M | 199k | 215.79 |
| 2025-03-31 | $47M | 237k | 199.49 |
| 2024-12-31 | $27M | 122k | 220.96 |
| 2024-09-30 | $26M | 117k | 220.89 |
| 2024-06-30 | $22M | 109k | 202.89 |
| 2024-03-31 | $21M | 102k | 210.30 |
| 2023-12-31 | $21M | 106k | 200.71 |
| 2023-09-30 | $18M | 103k | 176.74 |
| 2023-06-30 | $22M | 118k | 187.27 |
| 2023-03-31 | $21M | 120k | 178.40 |
| 2022-12-31 | $19M | 108k | 174.36 |
| 2022-09-30 | $18M | 111k | 164.92 |
| 2022-06-30 | $19M | 110k | 169.36 |
| 2022-03-31 | $20M | 98k | 205.27 |
| 2021-12-31 | $21M | 95k | 222.45 |
| 2021-09-30 | $23M | 104k | 218.75 |
| 2021-06-30 | $25M | 108k | 229.37 |
| 2021-03-31 | $24M | 107k | 220.94 |
| 2020-12-31 | $22M | 110k | 196.06 |
| 2020-03-31 | $17M | 148k | 114.46 |
| 2019-12-31 | $232k | 1.4k | 165.83 |
| 2019-09-30 | $208k | 1.4k | 151.05 |
| 2019-06-30 | $214k | 1.4k | 155.41 |
| 2018-12-31 | $123k | 920 | 133.70 |