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
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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's IWB Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares Russell 1000 ETF (IWB) stake by 22% in Q4 2025, selling an estimated $63K and leaving 589 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #568.

SageView Advisory Group first reported a position in IWB in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.63M in Q1 2024. 1,494 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

SageView Advisory Group held 589 shares of iShares Russell 1000 ETF worth $220K as of Q4 2025.
SageView Advisory Group sold 170 iShares Russell 1000 ETF shares in Q4 2025, an estimated $63K.
iShares Russell 1000 ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #568 holding.
SageView Advisory Group first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 6 quarters since.
SageView Advisory Group's iShares Russell 1000 ETF position peaked at $1.63M in Q1 2024.
1,494 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.