Number of Shares
1.32 Mil
Current Holdings Value*
$82.09 Mil
% of Portfolio
6.06%
Total Estimate Gain
$22.29 Mil
% of Total Estimate Gain
35.80%

SAGE FINANCIAL GROUP INC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, SAGE FINANCIAL GROUP INC held 1.32 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $82.09 Mil. This investment constitutes 6.06% of their stock portfolio, and SAGE FINANCIAL GROUP INC now holds 0.09% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2015Q4. And since then SAGE FINANCIAL GROUP INC has made 29 purchases of IJH, at an average price of $47.04, for a total of 1.32 Mil shares. Based on historical transaction data and IJH's current price of $63.88, SAGE FINANCIAL GROUP INC's estimated gain on his IJH holdings is $22.29 Mil, reflecting a 35.80% gain to date.

SAGE FINANCIAL GROUP INC IJH ($63.88) Holding Chart

SAGE FINANCIAL GROUP INC IJH ($63.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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