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iShares Russell Midcap Value Index shares owned by Sage Financial

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Sage Financial from 13F filings

Historical chart of Sage Financial investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value 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 Russell Midcap Value Index by Sage Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.4M 24k 141.05
2025-09-30 $3.5M 25k 139.67
2025-06-30 $3.3M 25k 132.14
2025-03-31 $3.2M 25k 125.97
2024-12-31 $3.3M 26k 129.34
2024-09-30 $3.4M 26k 132.25
2024-06-30 $3.1M 26k 120.74
2024-03-31 $3.3M 26k 125.33
2023-12-31 $3.1M 26k 116.29
2023-09-30 $2.7M 26k 104.34
2023-06-30 $2.9M 26k 109.84
2023-03-31 $2.8M 26k 106.20
2022-12-31 $2.7M 26k 105.34
2022-09-30 $2.5M 26k 96.06
2022-06-30 $2.7M 26k 101.58
2022-03-31 $3.2M 26k 119.63
2021-12-31 $3.2M 26k 122.39
2021-09-30 $3.0M 26k 113.26
2021-06-30 $3.2M 28k 114.96
2021-03-31 $3.5M 32k 109.29
2020-12-31 $3.0M 31k 96.95
2020-09-30 $2.5M 32k 80.85
2020-06-30 $2.4M 32k 76.52
2020-03-31 $1.6M 24k 64.07
2019-12-31 $2.7M 29k 94.77
2019-09-30 $2.6M 29k 89.71
2019-06-30 $2.6M 29k 89.13
2019-03-31 $2.5M 29k 86.88
2018-12-31 $2.3M 30k 76.34
2018-09-30 $1.6M 18k 90.27
2018-06-30 $1.6M 18k 88.48
2018-03-31 $1.6M 18k 86.43
2017-12-31 $1.6M 18k 89.14
2017-09-30 $1.5M 18k 84.92
2017-06-30 $1.5M 18k 84.08
2017-03-31 $1.5M 19k 82.97
2016-12-31 $1.5M 19k 80.42
2016-09-30 $1.5M 20k 76.79
2016-06-30 $1.5M 20k 74.28
2016-03-31 $1.4M 20k 70.92
2015-12-31 $1.4M 20k 68.64
2015-09-30 $1.5M 23k 67.07
2015-06-30 $1.6M 22k 73.74
2015-03-31 $1.6M 22k 75.25
2014-12-31 $1.8M 25k 73.77
2014-09-30 $1.8M 25k 70.00
2014-06-30 $1.8M 25k 72.61
2014-03-31 $1.7M 25k 68.75
2013-12-31 $1.6M 25k 65.70

More positions owned by Sage Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Sage Financial

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Royal Bank of Canada
Us Bancorp
Commonwealth Equity Services
Commerce Bank N A
FMR
UBS Group
Betterment
Pnc Financial Services
LPL Financial
Ameriprise Financial

View all funds holding iShares Russell Midcap Value Index