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
2026 Q2	$340K	Sell	1,403 -119	-8%	-$27.7K	0.01%	461
2026 Q1	$325K	Sell	1,522 -54	-3%	-$11.8K	0.01%	450
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

SageView Advisory Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 7.8% in Q2 2026, selling an estimated $27.7K and leaving 1,403 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #461.

SageView Advisory Group first reported a position in IWD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.14M in Q1 2024. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

SageView Advisory Group held 1,403 shares of iShares Russell 1000 Value ETF worth $340K as of Q2 2026.
SageView Advisory Group sold 119 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $27.7K.
iShares Russell 1000 Value ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #461 holding.
SageView Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 13 quarters since.
SageView Advisory Group's iShares Russell 1000 Value ETF position peaked at $1.14M in Q1 2024.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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