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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
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