iShares Morningstar Mid Value Idx shares owned by Sage Financial
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Sage Financial
from 13F filings
Historical chart of Sage Financial investment in iShares Morningstar Mid Value Idx
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Quarterly reported holdings in iShares Morningstar Mid Value Idx by Sage Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $514k | 6.4k | 80.35 |
| 2025-06-30 | $515k | 6.8k | 75.98 |
| 2025-03-31 | $535k | 7.2k | 74.19 |
| 2024-12-31 | $556k | 7.5k | 74.26 |
| 2024-09-30 | $574k | 7.5k | 76.64 |
| 2024-06-30 | $526k | 7.5k | 70.24 |
| 2024-03-31 | $559k | 7.7k | 72.55 |
| 2023-12-31 | $522k | 7.7k | 67.72 |
| 2023-09-30 | $467k | 7.7k | 60.59 |
| 2023-06-30 | $499k | 7.8k | 63.70 |
| 2023-03-31 | $472k | 7.6k | 61.88 |
| 2022-12-31 | $431k | 6.9k | 62.05 |
| 2022-09-30 | $363k | 6.5k | 55.96 |
| 2022-06-30 | $383k | 6.5k | 59.30 |
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