SAG
SageView Advisory Group’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,743
| Closed | -$1.85M | – | 625 |
|
|
2024
Q1 | $1.85M | Buy |
16,743
+13,143
| +365% | +$1.45M | 0.09% | 119 |
|
|
2023
Q4 | $307K | Buy |
+3,600
| New | +$307K | 0.01% | 503 |
|
|
2023
Q1 | – | Sell |
-6,790
| Closed | -$480K | – | 470 |
|
|
2022
Q4 | $480K | Buy |
+6,790
| New | +$480K | 0.04% | 244 |
|