iShares S&P SmallCap 600 Index shares owned by Sage Financial
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sage Financial
from 13F filings
Historical chart of Sage Financial investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Sage Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $58M | 498k | 116.96 |
| 2024-06-30 | $52M | 487k | 106.66 |
| 2024-03-31 | $49M | 443k | 110.52 |
| 2023-12-31 | $45M | 419k | 108.25 |
| 2023-09-30 | $40M | 424k | 94.33 |
| 2023-06-30 | $41M | 406k | 99.65 |
| 2023-03-31 | $36M | 370k | 96.70 |
| 2022-12-31 | $27M | 280k | 94.64 |
| 2022-09-30 | $23M | 265k | 87.19 |
| 2022-06-30 | $24M | 259k | 92.41 |
| 2022-03-31 | $28M | 260k | 107.88 |
| 2021-12-31 | $27M | 236k | 114.51 |
| 2021-09-30 | $24M | 223k | 109.19 |
| 2021-06-30 | $24M | 214k | 112.98 |
| 2021-03-31 | $22M | 206k | 108.53 |
| 2020-12-31 | $19M | 204k | 91.90 |
| 2020-09-30 | $14M | 204k | 70.23 |
| 2020-06-30 | $13M | 194k | 68.29 |
| 2020-03-31 | $9.4M | 168k | 56.11 |
| 2019-12-31 | $9.7M | 115k | 83.85 |
| 2019-09-30 | $7.9M | 101k | 77.84 |
| 2019-06-30 | $7.4M | 95k | 78.28 |
| 2019-03-31 | $6.5M | 85k | 77.15 |
| 2018-12-31 | $4.4M | 64k | 69.31 |
| 2018-09-30 | $2.2M | 25k | 87.23 |
| 2018-06-30 | $1.1M | 13k | 83.48 |
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