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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$331K	Sell	1,576 -1	-0.1%	-$207	0.01%	452
2025 Q3	$321K	Buy	1,577 +75	+5%	+$14.9K	0.01%	495
2025 Q2	$298K	Buy	1,502 +3	+0.2%	+$556	0.01%	491
2025 Q1	$282K	Buy	1,499 +333	+29%	+$63.4K	0.01%	488
2024 Q4	$216K	Hold	1,166	–	–	0.01%	551
2024 Q3	$221K	Sell	1,166 -188	-14%	-$34.2K	0.01%	474
2024 Q2	$236K	Sell	1,354 -34,130	-96%	-$5.97M	0.01%	499
2024 Q1	$1.14M	Buy	35,484 +33,679	+1,866%	+$5.7M	0.06%	182
2023 Q4	$302K	Sell	1,805 -19	-1%	-$2.93K	0.01%	509
2023 Q3	$277K	Buy	1,824 +378	+26%	+$60K	0.02%	439
2023 Q2	$228K	Buy	+1,446	New	+$221K	0.01%	504

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

SageView Advisory Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.06% in Q4 2025, selling an estimated $207 and leaving 1,576 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #452.

SageView Advisory Group first reported a position in IWD in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q1 2024. 1,908 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

SageView Advisory Group held 1,576 shares of iShares Russell 1000 Value ETF worth $331K as of Q4 2025.
SageView Advisory Group sold 1 iShares Russell 1000 Value ETF share in Q4 2025, an estimated $207.
iShares Russell 1000 Value ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #452 holding.
SageView Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 11 quarters since.
SageView Advisory Group's iShares Russell 1000 Value ETF position peaked at $1.14M in Q1 2024.
1,908 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

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