iShares Russell Midcap Value Index shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 38k | 139.67 |
| 2025-06-30 | $5.0M | 38k | 132.14 |
| 2025-03-31 | $4.5M | 36k | 125.97 |
| 2024-12-31 | $2.1M | 16k | 129.34 |
| 2024-09-30 | $1.6M | 12k | 132.25 |
| 2024-06-30 | $1.3M | 11k | 120.74 |
| 2024-03-31 | $1.3M | 10k | 125.33 |
| 2023-12-31 | $1.3M | 11k | 116.29 |
| 2023-09-30 | $1.0M | 10k | 104.34 |
| 2023-06-30 | $1.1M | 9.6k | 109.84 |
| 2023-03-31 | $1.0M | 9.9k | 106.20 |
| 2022-12-31 | $1.1M | 10k | 105.34 |
| 2022-09-30 | $1.2M | 13k | 96.08 |
| 2022-06-30 | $602k | 5.9k | 101.62 |
| 2022-03-31 | $551k | 4.6k | 119.65 |
| 2021-12-31 | $431k | 3.5k | 122.34 |
| 2021-09-30 | $398k | 3.5k | 113.13 |
| 2021-06-30 | $376k | 3.3k | 114.98 |
| 2021-03-31 | $409k | 3.7k | 109.24 |
| 2020-12-31 | $277k | 2.9k | 96.89 |
| 2020-03-31 | $295k | 4.6k | 64.16 |
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