SageView Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

SageView Advisory Group’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$236K	Buy	575 +1	+0.2%	+$396	0.01%	566
2026 Q1	$205K	Sell	574 -15	-3%	-$5.59K	0.01%	569
2025 Q4	$220K	Sell	589 -170	-22%	-$63K	0.01%	568
2025 Q3	$277K	Hold	759	–	–	0.01%	540
2025 Q2	$265K	Sell	759 -10	-1%	-$3.14K	0.01%	530
2025 Q1	$236K	Buy	769 +46	+6%	+$14.9K	0.01%	538
2024 Q4	$233K	Buy	+723	New	+$234K	0.01%	527
2024 Q2	–	Sell	-15,086	Closed	-$1.63M	–	626
2024 Q1	$1.63M	Buy	+15,086	New	+$4.13M	0.08%	137

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's IWB Position: Q2 2026 in Review

SageView Advisory Group increased its iShares Russell 1000 ETF (IWB) stake by 0.17% in Q2 2026, buying an estimated $396 and bringing the position to 575 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #566.

SageView Advisory Group first reported a position in IWB in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.63M in Q1 2024. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

SageView Advisory Group held 575 shares of iShares Russell 1000 ETF worth $236K as of Q2 2026.
SageView Advisory Group bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
iShares Russell 1000 ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #566 holding.
SageView Advisory Group first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 8 quarters since.
SageView Advisory Group's iShares Russell 1000 ETF position peaked at $1.63M in Q1 2024.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.