SAG
SageView Advisory Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
+1,472
| New | +$230K | 0.01% | 563 |
|
|
2025
Q1 | – | Sell |
-1,468
| Closed | -$205K | – | 613 |
|
|
2024
Q4 | $205K | Sell |
1,468
-523
| -26% | -$72.9K | 0.01% | 569 |
|
|
2024
Q3 | $263K | Sell |
1,991
-173
| -8% | -$22.8K | 0.01% | 431 |
|
|
2024
Q2 | $276K | Sell |
2,164
-53,519
| -96% | -$6.82M | 0.01% | 458 |
|
|
2024
Q1 | $3.38M | Buy |
55,683
+49,409
| +788% | +$3M | 0.17% | 75 |
|
|
2023
Q4 | $685K | Buy |
6,274
+1,941
| +45% | +$212K | 0.03% | 327 |
|
|
2023
Q3 | $411K | Sell |
4,333
-552
| -11% | -$52.3K | 0.02% | 358 |
|
|
2023
Q2 | $477K | Buy |
+4,885
| New | +$477K | 0.03% | 359 |
|
|
2023
Q1 | – | Sell |
-9,395
| Closed | -$766K | – | 471 |
|
|
2022
Q4 | $766K | Buy |
+9,395
| New | +$766K | 0.06% | 185 |
|