iShares Russell 2000 Growth Index shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares Russell 2000 Growth Index
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Quarterly reported holdings in iShares Russell 2000 Growth Index by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 48k | 320.04 |
| 2025-06-30 | $14M | 48k | 285.86 |
| 2025-03-31 | $13M | 49k | 255.53 |
| 2024-12-31 | $13M | 44k | 287.82 |
| 2024-09-30 | $12M | 42k | 284.00 |
| 2024-06-30 | $10M | 38k | 262.53 |
| 2024-03-31 | $9.4M | 35k | 270.80 |
| 2023-12-31 | $8.2M | 33k | 252.22 |
| 2023-09-30 | $7.5M | 33k | 224.15 |
| 2023-06-30 | $1.3M | 5.3k | 242.67 |
| 2023-03-31 | $1.2M | 5.3k | 226.81 |
| 2022-12-31 | $1.1M | 5.0k | 214.50 |
| 2022-09-30 | $1.0M | 5.0k | 206.55 |
| 2022-06-30 | $276k | 1.3k | 206.12 |
| 2022-03-31 | $342k | 1.3k | 255.61 |
| 2021-12-31 | $935k | 3.2k | 293.20 |
| 2021-09-30 | $936k | 3.2k | 293.60 |
| 2021-06-30 | $915k | 2.9k | 311.54 |
| 2021-03-31 | $363k | 1.2k | 300.50 |
| 2020-12-31 | $274k | 956 | 286.61 |
| 2020-03-31 | $872k | 5.5k | 158.26 |
| 2018-12-31 | $17k | 99 | 171.72 |
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