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iShares S&P MidCap 400 Value Index shares owned by Sage Financial

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Sage Financial from 13F filings

Historical chart of Sage Financial investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Sage Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Sage Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $355k 3.1k 114.02
2023-09-30 $313k 3.1k 100.92
2023-06-30 $344k 3.2k 107.12
2023-03-31 $330k 3.2k 102.76
2022-12-31 $298k 3.0k 100.78
2022-09-30 $228k 2.5k 89.98
2022-06-30 $232k 2.5k 94.42

More positions owned by Sage Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Sage Financial

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

View all funds holding iShares S&P MidCap 400 Value Index