SAG
SageView Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
189,994
-8,617
| -4% | -$553K | 0.46% | 25 |
|
|
2025
Q1 | $11.6M | Buy |
198,611
+56,031
| +39% | +$3.27M | 0.49% | 25 |
|
|
2024
Q4 | $8.88M | Buy |
142,580
+111,781
| +363% | +$6.97M | 0.38% | 34 |
|
|
2024
Q3 | $1.92M | Sell |
30,799
-24,463
| -44% | -$1.52M | 0.1% | 117 |
|
|
2024
Q2 | $3.23M | Buy |
55,262
+39,921
| +260% | +$2.34M | 0.15% | 83 |
|
|
2024
Q1 | $1.03M | Sell |
15,341
-15,799
| -51% | -$1.06M | 0.05% | 192 |
|
|
2023
Q4 | $8.64M | Buy |
31,140
+13,949
| +81% | +$3.87M | 0.37% | 34 |
|
|
2023
Q3 | $4.29M | Sell |
17,191
-5,217
| -23% | -$1.3M | 0.25% | 60 |
|
|
2023
Q2 | $5.86M | Buy |
22,408
+8,674
| +63% | +$2.27M | 0.33% | 45 |
|
|
2023
Q1 | $3.44M | Sell |
13,734
-4,719
| -26% | -$1.18M | 0.22% | 75 |
|
|
2022
Q4 | $4.46M | Buy |
+18,453
| New | +$4.46M | 0.36% | 58 |
|