iShares Russell Midcap Index Fund shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 390k | 96.55 |
| 2025-06-30 | $35M | 384k | 91.97 |
| 2025-03-31 | $34M | 395k | 85.07 |
| 2024-12-31 | $16M | 183k | 88.40 |
| 2024-09-30 | $15M | 175k | 88.14 |
| 2024-06-30 | $13M | 155k | 81.08 |
| 2024-03-31 | $12M | 141k | 84.09 |
| 2023-12-31 | $11M | 138k | 77.73 |
| 2023-09-30 | $9.3M | 134k | 69.25 |
| 2023-06-30 | $1.8M | 25k | 73.03 |
| 2023-03-31 | $1.7M | 25k | 69.92 |
| 2022-12-31 | $1.7M | 25k | 67.45 |
| 2022-09-30 | $1.6M | 26k | 62.13 |
| 2022-06-30 | $668k | 10k | 64.65 |
| 2022-03-31 | $521k | 6.7k | 78.01 |
| 2021-12-31 | $553k | 6.7k | 82.95 |
| 2021-09-30 | $522k | 6.7k | 78.24 |
| 2021-06-30 | $542k | 6.8k | 79.21 |
| 2021-03-31 | $533k | 7.2k | 73.90 |
| 2020-12-31 | $494k | 7.2k | 68.61 |
| 2020-03-31 | $205k | 4.8k | 43.07 |
Top funds holding iShares Russell Midcap Index Fund
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