iShares S&P MidCap 400 Index shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $123k | 2.0k | 60.74 |
| 2023-12-31 | $128k | 460 | 277.16 |
| 2023-09-30 | $100k | 400 | 249.35 |
| 2023-06-30 | $104k | 398 | 261.48 |
| 2023-03-31 | $62k | 248 | 250.16 |
| 2022-12-31 | $45k | 185 | 241.89 |
| 2022-09-30 | $34k | 153 | 222.22 |
| 2022-06-30 | $35k | 153 | 228.76 |
| 2022-03-31 | $125k | 465 | 268.82 |
| 2021-12-31 | $132k | 465 | 283.87 |
| 2021-09-30 | $122k | 465 | 262.37 |
| 2021-06-30 | $125k | 465 | 268.82 |
| 2021-03-31 | $40k | 153 | 261.44 |
| 2020-12-31 | $35k | 153 | 228.76 |