iShares S&P SmallCap 600 Index shares owned by Sage Advisory Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sage Advisory Services
from 13F filings
Historical chart of Sage Advisory Services investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Sage Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 61k | 118.82 |
| 2025-06-30 | $3.5M | 32k | 109.31 |
| 2025-03-31 | $3.1M | 30k | 104.56 |
| 2024-12-31 | $3.1M | 27k | 115.22 |
| 2022-06-30 | $10M | 109k | 92.41 |
| 2022-03-31 | $12M | 108k | 107.88 |
| 2021-12-31 | $603k | 5.3k | 114.51 |
| 2021-09-30 | $11M | 100k | 109.19 |
| 2021-06-30 | $10M | 89k | 112.98 |
| 2021-03-31 | $13M | 119k | 108.54 |
| 2020-12-31 | $22M | 235k | 91.90 |
| 2020-09-30 | $10M | 146k | 70.23 |
| 2020-06-30 | $1.4M | 21k | 68.30 |
| 2019-12-31 | $15M | 183k | 83.83 |
| 2019-09-30 | $14M | 186k | 77.82 |
| 2019-03-31 | $56M | 722k | 77.14 |
| 2018-12-31 | $49M | 699k | 69.31 |
| 2018-09-30 | $56M | 643k | 87.23 |
| 2018-06-30 | $70M | 833k | 83.50 |
| 2018-03-31 | $69M | 897k | 77.01 |
| 2017-12-31 | $69M | 900k | 76.80 |
| 2017-09-30 | $134M | 1.8M | 74.17 |
| 2017-06-30 | $41M | 580k | 70.14 |
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