SAG
SageView Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Sell |
40,734
-3,302
| -7% | -$372K | 0.17% | 65 |
|
|
2025
Q1 | $4.6M | Buy |
44,036
+3,047
| +7% | +$319K | 0.2% | 56 |
|
|
2024
Q4 | $4.72M | Buy |
40,989
+27,246
| +198% | +$3.14M | 0.2% | 62 |
|
|
2024
Q3 | $1.61M | Sell |
13,743
-4,841
| -26% | -$566K | 0.08% | 135 |
|
|
2024
Q2 | $1.98M | Buy |
+18,584
| New | +$1.98M | 0.09% | 125 |
|
|
2024
Q1 | – | Sell |
-33,734
| Closed | -$3.6M | – | 636 |
|
|
2023
Q4 | $3.6M | Buy |
33,734
+14,040
| +71% | +$1.5M | 0.16% | 83 |
|
|
2023
Q3 | $1.86M | Sell |
19,694
-5,761
| -23% | -$543K | 0.11% | 118 |
|
|
2023
Q2 | $2.54M | Buy |
25,455
+7,904
| +45% | +$788K | 0.14% | 97 |
|
|
2023
Q1 | $1.7M | Sell |
17,551
-6,992
| -28% | -$676K | 0.11% | 127 |
|
|
2022
Q4 | $2.32M | Buy |
+24,543
| New | +$2.32M | 0.19% | 86 |
|