iShares S&P SmallCap 600 Value Idx shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in iShares S&P SmallCap 600 Value Idx
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Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $45k | 377 | 118.34 |
| 2025-12-31 | $43k | 377 | 113.62 |
| 2025-09-30 | $42k | 377 | 110.49 |
| 2025-06-30 | $501k | 5.0k | 99.48 |
| 2025-03-31 | $521k | 5.3k | 97.47 |
| 2024-12-31 | $580k | 5.3k | 108.60 |
| 2024-09-30 | $575k | 5.3k | 107.65 |
| 2024-06-30 | $492k | 5.1k | 97.26 |
| 2024-03-31 | $519k | 5.1k | 102.75 |
| 2023-12-31 | $521k | 5.1k | 103.06 |
| 2023-09-30 | $451k | 5.1k | 89.21 |
| 2023-06-30 | $481k | 5.1k | 95.08 |
| 2023-03-31 | $473k | 5.1k | 93.58 |
| 2022-12-31 | $461k | 5.1k | 91.30 |
| 2022-09-30 | $417k | 5.1k | 82.53 |
| 2022-06-30 | $458k | 5.1k | 89.04 |
| 2022-03-31 | $527k | 5.1k | 102.45 |
| 2021-12-31 | $537k | 5.1k | 104.39 |
| 2021-09-30 | $518k | 5.1k | 100.70 |
| 2021-06-30 | $542k | 5.1k | 105.37 |
| 2021-03-31 | $499k | 5.0k | 100.69 |
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