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iShares S&P SmallCap 600 Index shares owned by Sage Financial Management Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sage Financial Management Group from 13F filings

Historical chart of Sage Financial Management Group investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Sage Financial Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Sage Financial Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 25k 110.52
2023-12-31 $2.6M 24k 108.24
2023-09-30 $2.3M 24k 94.35
2023-03-31 $1.5M 15k 96.67
2022-12-31 $2.3M 25k 94.62
2022-09-30 $1.3M 15k 87.20
2022-06-30 $2.3M 25k 92.39
2022-03-31 $2.6M 24k 107.87
2021-12-31 $2.8M 24k 114.51
2021-06-30 $2.8M 25k 112.97
2021-03-31 $2.5M 23k 108.55
2020-12-31 $2.7M 1.1k 2519.85

More positions owned by Sage Financial Management Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for Sage Financial Management Group

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
FMR
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
LPL Financial
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index