Ishares Tr msci usa smlcp shares owned by Sontag Advisory
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Ishares Tr msci usa smlcp
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr msci usa smlcp held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr msci usa smlcp by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $528k | 7.1k | 74.35 |
| 2025-06-30 | $482k | 7.1k | 67.95 |
| 2025-03-31 | $443k | 7.1k | 62.16 |
| 2024-12-31 | $543k | 8.0k | 67.50 |
| 2024-09-30 | $575k | 8.7k | 66.35 |
| 2024-06-30 | $569k | 9.3k | 61.21 |
| 2024-03-31 | $607k | 9.5k | 63.58 |
| 2023-12-31 | $624k | 11k | 58.82 |
| 2023-09-30 | $593k | 12k | 51.73 |
| 2023-06-30 | $638k | 12k | 53.62 |
| 2023-03-31 | $676k | 13k | 51.26 |
| 2022-12-31 | $673k | 14k | 49.66 |
| 2022-09-30 | $606k | 14k | 44.77 |
| 2022-06-30 | $625k | 13k | 46.90 |
| 2022-03-31 | $773k | 14k | 54.59 |
| 2021-12-31 | $1.0M | 18k | 57.23 |
| 2021-09-30 | $945k | 18k | 53.73 |
| 2021-03-31 | $953k | 18k | 52.44 |