iShares S&P SmallCap 600 Index shares owned by Sage Financial Management Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sage Financial Management Group
from 13F filings
Historical chart of Sage Financial Management Group 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 Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 25k | 116.96 |
| 2024-03-31 | $2.7M | 25k | 110.52 |
| 2023-12-31 | $2.6M | 24k | 108.24 |
| 2023-09-30 | $2.3M | 24k | 94.35 |
| 2023-03-31 | $1.5M | 15k | 96.67 |
| 2022-12-31 | $2.3M | 25k | 94.62 |
| 2022-09-30 | $1.3M | 15k | 87.20 |
| 2022-06-30 | $2.3M | 25k | 92.39 |
| 2022-03-31 | $2.6M | 24k | 107.87 |
| 2021-12-31 | $2.8M | 24k | 114.51 |
| 2021-06-30 | $2.8M | 25k | 112.97 |
| 2021-03-31 | $2.5M | 23k | 108.55 |
| 2020-12-31 | $2.7M | 1.1k | 2519.85 |
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