iShares S&P MidCap 400 Value Index shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors 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 Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $254k | 2.1k | 123.62 |
| 2024-06-30 | $152k | 1.3k | 113.46 |
| 2024-03-31 | $158k | 1.3k | 118.29 |
| 2023-12-31 | $153k | 1.3k | 114.04 |
| 2023-09-30 | $135k | 1.3k | 100.93 |
| 2023-06-30 | $143k | 1.3k | 107.13 |
| 2023-03-31 | $138k | 1.3k | 102.77 |
| 2022-12-31 | $135k | 1.3k | 100.80 |
| 2022-09-30 | $120k | 1.3k | 89.69 |
| 2022-06-30 | $126k | 1.3k | 94.17 |
| 2022-03-31 | $147k | 1.3k | 109.87 |
| 2021-12-31 | $148k | 1.3k | 110.61 |
| 2021-09-30 | $138k | 1.3k | 103.14 |
| 2021-06-30 | $141k | 1.3k | 105.38 |
| 2021-03-31 | $136k | 1.3k | 101.64 |
| 2020-12-31 | $115k | 1.3k | 85.95 |
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