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iShares S&P MidCap 400 Index shares owned by Sage Financial Management Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sage Financial Management Group from 13F filings

Historical chart of Sage Financial Management Group investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Sage Financial Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Sage Financial Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 71k 60.74
2023-12-31 $3.8M 14k 277.17
2023-09-30 $3.1M 13k 249.38
2022-12-31 $368k 1.5k 242.11
2021-03-31 $56k 214 261.68