SAG
SageView Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7M | Buy |
44,799
+136
| +0.3% | +$87K | 1.08% | 13 |
|
|
2025
Q1 | $25.1M | Sell |
44,663
-27
| -0.1% | -$15.2K | 1.07% | 14 |
|
|
2024
Q4 | $26.3M | Buy |
44,690
+27,881
| +166% | +$16.4M | 1.13% | 14 |
|
|
2024
Q3 | $9.7M | Sell |
16,809
-5,173
| -24% | -$2.98M | 0.49% | 28 |
|
|
2024
Q2 | $12M | Buy |
21,982
+13,907
| +172% | +$7.61M | 0.56% | 25 |
|
|
2024
Q1 | $1.01M | Sell |
8,075
-31,099
| -79% | -$3.89M | 0.05% | 195 |
|
|
2023
Q4 | $19.3M | Buy |
39,174
+7,123
| +22% | +$3.51M | 0.83% | 18 |
|
|
2023
Q3 | $13.8M | Sell |
32,051
-4,832
| -13% | -$2.08M | 0.79% | 20 |
|
|
2023
Q2 | $16.4M | Buy |
36,883
+5,346
| +17% | +$2.38M | 0.92% | 17 |
|
|
2023
Q1 | $13M | Sell |
31,537
-6,138
| -16% | -$2.52M | 0.83% | 22 |
|
|
2022
Q4 | $14.5M | Buy |
+37,675
| New | +$14.5M | 1.18% | 14 |
|