iShares S&P MidCap 400 Value Index shares owned by Sage Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Sage Financial
from 13F filings
Historical chart of Sage Financial investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Sage Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $438k | 3.3k | 131.58 |
| 2025-09-30 | $431k | 3.3k | 129.73 |
| 2025-06-30 | $410k | 3.3k | 123.59 |
| 2025-03-31 | $399k | 3.3k | 119.71 |
| 2024-12-31 | $418k | 3.3k | 124.98 |
| 2024-09-30 | $380k | 3.1k | 123.64 |
| 2024-06-30 | $352k | 3.1k | 113.46 |
| 2024-03-31 | $367k | 3.1k | 118.30 |
| 2023-12-31 | $355k | 3.1k | 114.02 |
| 2023-09-30 | $313k | 3.1k | 100.92 |
| 2023-06-30 | $344k | 3.2k | 107.12 |
| 2023-03-31 | $330k | 3.2k | 102.76 |
| 2022-12-31 | $298k | 3.0k | 100.78 |
| 2022-09-30 | $228k | 2.5k | 89.98 |
| 2022-06-30 | $232k | 2.5k | 94.42 |
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