SAG
SageView Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
759
-10
| -1% | -$3.5K | 0.01% | 530 |
|
|
2025
Q1 | $236K | Buy |
769
+46
| +6% | +$14.1K | 0.01% | 538 |
|
|
2024
Q4 | $233K | Buy |
+723
| New | +$233K | 0.01% | 527 |
|
|
2024
Q2 | – | Sell |
-15,086
| Closed | -$1.63M | – | 626 |
|
|
2024
Q1 | $1.63M | Buy |
+15,086
| New | +$1.63M | 0.08% | 137 |
|