iShares Russell 2000 Value Index shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.3M | 47k | 155.33 |
| 2023-09-30 | $6.6M | 49k | 135.55 |
| 2023-06-30 | $768k | 5.5k | 140.80 |
| 2023-03-31 | $755k | 5.5k | 137.03 |
| 2022-12-31 | $760k | 5.5k | 138.67 |
| 2022-09-30 | $710k | 5.5k | 129.00 |
| 2022-06-30 | $676k | 5.0k | 136.07 |
| 2022-03-31 | $799k | 5.0k | 161.41 |
| 2021-12-31 | $800k | 4.8k | 166.08 |
| 2021-09-30 | $756k | 4.7k | 160.20 |
| 2021-06-30 | $729k | 4.4k | 165.79 |
| 2021-03-31 | $754k | 4.7k | 159.37 |
| 2020-12-31 | $582k | 4.4k | 131.70 |
| 2020-03-31 | $775k | 9.5k | 82.00 |
| 2018-12-31 | $17k | 158 | 107.59 |
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