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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index 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 SmallCap 600 Index by Sage Financial

Quarter filed Position value Share count Share price at filing
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

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)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Sage Financial

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index