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iShares S&P MidCap 400 Growth shares owned by Sage Financial

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Sage Financial from 13F filings

Historical chart of Sage Financial investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Sage Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Sage Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $283k 2.9k 95.89
2025-06-30 $268k 2.9k 90.98
2025-03-31 $246k 2.9k 83.28
2024-12-31 $277k 3.0k 90.93
2024-09-30 $280k 3.0k 91.93
2024-06-30 $269k 3.0k 88.11
2024-03-31 $275k 3.0k 91.25
2023-12-31 $243k 3.1k 79.22
2023-09-30 $215k 3.0k 72.24
2023-06-30 $223k 3.0k 75.00
2023-03-31 $208k 2.9k 71.51

More positions owned by Sage Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Sage Financial

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth