iShares S&P SmallCap 600 Index shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.3M | 30k | 110.52 |
| 2023-12-31 | $3.5M | 32k | 108.25 |
| 2023-09-30 | $3.0M | 32k | 94.33 |
| 2023-06-30 | $3.3M | 33k | 99.65 |
| 2023-03-31 | $3.1M | 32k | 96.70 |
| 2022-12-31 | $3.0M | 32k | 94.64 |
| 2022-09-30 | $2.3M | 26k | 87.20 |
| 2022-06-30 | $2.4M | 26k | 92.40 |
| 2022-03-31 | $2.4M | 22k | 107.87 |
| 2021-12-31 | $2.5M | 22k | 114.51 |
| 2021-09-30 | $2.1M | 19k | 109.16 |
| 2021-06-30 | $2.2M | 19k | 112.99 |
| 2021-03-31 | $2.1M | 19k | 108.51 |
| 2020-12-31 | $1.7M | 19k | 91.92 |
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