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iShares S&P MidCap 400 Index shares owned by Sage Private Wealth Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sage Private Wealth Group from 13F filings

Historical chart of Sage Private Wealth Group 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 Private Wealth Group 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 Private Wealth Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $10M 139k 71.95

More positions owned by Sage Private Wealth Group

First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Tidal Trust I Fund Gran Us Etf (GRNY)
Im Global Partner Funds Imgp Dbi Man Etf (DBMF)
Ishares Gold Tr Ishares New (IAU)
World Gold Tr Spdr Gld Minis (GLDM)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)
Nylim Etf Tr Ftse Intl Eqty C (HFXI)
Ishares Tr Us Infrastruc (IFRA)
Apple (AAPL)

View all positions for Sage Private Wealth Group

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Bank of New York Mellon
Wells Fargo & Company
FMR
Goldman Sachs Group
Raymond James Financial
Envestnet Asset Management
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Jpmorgan Chase & Co
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index