Number of Shares
78,826.00
Current Holdings Value*
$4.89 Mil
% of Portfolio
1.69%
Total Estimate Gain
$727,875.20
% of Total Estimate Gain
7.51%

Sage Financial Management Group, Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Sage Financial Management Group, Inc. held 78,826.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $4.89 Mil. This investment constitutes 1.69% of their stock portfolio, and Sage Financial Management Group, Inc. now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2021Q1. And since then Sage Financial Management Group, Inc. has made 8 purchases of IJH, at an average price of $56.68, for a total of 171,004.00 shares. In addition, there have been 4 sales at an average price of $58.04 for 92,178.00 shares. Based on historical transaction data and IJH's current price of $64.33, Sage Financial Management Group, Inc.'s estimated gain on his IJH holdings is $727,875.20, reflecting a 7.51% gain to date.

Sage Financial Management Group, Inc. IJH ($64.33) Holding Chart

Sage Financial Management Group, Inc. IJH ($64.33) 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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