iShares S&P MidCap 400 Index shares owned by Sage Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sage Financial
from 13F filings
Historical chart of Sage Financial 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 Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Sage Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $61M | 220k | 277.15 |
| 2023-09-30 | $55M | 219k | 249.35 |
| 2023-06-30 | $56M | 213k | 261.48 |
| 2023-03-31 | $49M | 198k | 250.16 |
| 2022-12-31 | $40M | 164k | 241.89 |
| 2022-09-30 | $34M | 157k | 219.26 |
| 2022-06-30 | $35M | 155k | 226.23 |
| 2022-03-31 | $41M | 153k | 268.34 |
| 2021-12-31 | $41M | 146k | 283.08 |
| 2021-09-30 | $36M | 137k | 263.07 |
| 2021-06-30 | $34M | 128k | 268.73 |
| 2021-03-31 | $32M | 121k | 260.28 |
| 2020-12-31 | $27M | 115k | 229.83 |
| 2020-09-30 | $20M | 106k | 185.31 |
| 2020-06-30 | $16M | 93k | 177.83 |
| 2020-03-31 | $13M | 92k | 143.86 |
| 2019-12-31 | $16M | 77k | 205.82 |
| 2019-09-30 | $13M | 69k | 193.23 |
| 2019-06-30 | $12M | 62k | 194.27 |
| 2019-03-31 | $6.4M | 34k | 189.41 |
| 2018-12-31 | $4.1M | 25k | 166.07 |
| 2018-09-30 | $2.0M | 10k | 201.33 |
| 2015-12-31 | $216k | 1.5k | 139.53 |