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iShares S&P Global Financials Sect. shares owned by Sontag Advisory

Quarter-by-quarter ownership of iShares S&P Global Financials Sect. (IXG) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in iShares S&P Global Financials Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Financials Sect. held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Financials Sect. by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $400k 3.3k 120.79
2025-09-30 $12k 101 116.67

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding iShares S&P Global Financials Sect.

Pictet Asset Management Holding SA
Johnson Bixby & Associates
HighTower Advisors
EWG Elevate
Envestnet Asset Management
Raymond James Financial
Cambria Investment Management
Boothbay Fund Management
Ameriprise Financial
Banco Santander
Susquehanna International
LPL Financial
Salomon & Ludwin
Wells Fargo & Company
Outlook Wealth Advisors

View all funds holding iShares S&P Global Financials Sect.