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iShares Russell Midcap Growth Idx. shares owned by Sontag Advisory

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in iShares Russell Midcap Growth Idx.

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Growth Idx. held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 97k 104.46
2023-09-30 $9.0M 98k 91.35
2023-06-30 $1.6M 17k 96.63
2023-03-31 $1.6M 17k 91.05
2022-12-31 $1.2M 14k 83.60
2022-09-30 $580k 7.4k 78.40
2022-06-30 $345k 4.4k 79.13
2022-03-31 $418k 4.2k 100.50
2021-12-31 $615k 5.3k 115.21
2021-09-30 $613k 5.5k 112.07
2021-06-30 $259k 2.3k 113.05
2021-03-31 $511k 5.0k 102.08
2020-12-31 $247k 2.4k 102.66
2020-03-31 $341k 2.8k 121.61