iShares S&P MidCap 400 Index shares owned by SageView Advisory Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory 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 SageView Advisory 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 SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 178k | 65.26 |
| 2025-06-30 | $12M | 190k | 64.23 |
| 2025-03-31 | $12M | 199k | 58.35 |
| 2024-12-31 | $8.9M | 143k | 62.31 |
| 2024-09-30 | $1.9M | 31k | 62.32 |
| 2024-06-30 | $3.2M | 55k | 58.52 |
| 2024-03-31 | $1.0M | 15k | 67.13 |
| 2023-12-31 | $8.6M | 31k | 277.51 |
| 2023-09-30 | $4.3M | 17k | 249.35 |
| 2023-06-30 | $5.9M | 22k | 261.49 |
| 2023-03-31 | $3.4M | 14k | 250.17 |
| 2022-12-31 | $4.5M | 19k | 241.89 |