Sage Financial Management Group, Inc. IJH Holdings History
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 $63.80, Sage Financial Management Group, Inc.'s estimated gain on his IJH holdings is $686,491.55, reflecting a 7.08% gain to date.
Sage Financial Management Group, Inc. IJH ($63.80) Holding Chart
Sage Financial Management Group, Inc. IJH ($63.80) 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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