SAG
SageView Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
5,720
+147
| +3% | +$29.4K | 0.04% | 225 |
|
|
2025
Q1 | $1.06M | Sell |
5,573
-11
| -0.2% | -$2.1K | 0.05% | 216 |
|
|
2024
Q4 | $1.07M | Buy |
5,584
+2,606
| +88% | +$497K | 0.05% | 214 |
|
|
2024
Q3 | $587K | Sell |
2,978
-1,855
| -38% | -$366K | 0.03% | 271 |
|
|
2024
Q2 | $880K | Sell |
4,833
-2,200
| -31% | -$400K | 0.04% | 242 |
|
|
2024
Q1 | $1.37M | Buy |
7,033
+365
| +5% | +$71.2K | 0.07% | 155 |
|
|
2023
Q4 | $1.17M | Buy |
6,668
+2,734
| +69% | +$481K | 0.05% | 229 |
|
|
2023
Q3 | $605K | Sell |
3,934
-2,219
| -36% | -$341K | 0.03% | 300 |
|
|
2023
Q2 | $992K | Buy |
6,153
+66
| +1% | +$10.6K | 0.06% | 227 |
|
|
2023
Q1 | $924K | Sell |
6,087
-1,687
| -22% | -$256K | 0.06% | 214 |
|
|
2022
Q4 | $1.13M | Buy |
+7,774
| New | +$1.13M | 0.09% | 143 |
|