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
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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 |
|---|---|---|---|
| 2025-09-30 | $37M | 500k | 73.73 |
| 2025-06-30 | $34M | 503k | 67.78 |
| 2025-03-31 | $30M | 482k | 62.54 |
| 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 |