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Ishares Tr rusel 2500 etf shares owned by Sontag Advisory

Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Ishares Tr rusel 2500 etf

Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 202510M15M20M25M30M200k300k400k
Value ($)Share countHistorical SMMD position of Sontag Advisory Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr rusel 2500 etf held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rusel 2500 etf by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $32M 469k 68.00
2024-09-30 $29M 427k 67.73
2024-06-30 $25M 399k 62.60
2024-03-31 $28M 424k 65.61
2023-12-31 $26M 425k 61.57
2023-09-30 $20M 373k 54.52
2023-06-30 $22M 374k 57.47
2023-03-31 $20M 363k 54.82
2022-12-31 $17M 316k 53.14
2022-09-30 $11M 211k 49.75
2022-06-30 $9.3M 179k 51.62