SAG
SageView Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
1,502
+3
| +0.2% | +$595 | 0.01% | 491 |
|
|
2025
Q1 | $282K | Buy |
1,499
+333
| +29% | +$62.7K | 0.01% | 488 |
|
|
2024
Q4 | $216K | Hold |
1,166
| – | – | 0.01% | 551 |
|
|
2024
Q3 | $221K | Sell |
1,166
-188
| -14% | -$35.7K | 0.01% | 474 |
|
|
2024
Q2 | $236K | Sell |
1,354
-34,130
| -96% | -$5.96M | 0.01% | 499 |
|
|
2024
Q1 | $1.14M | Buy |
35,484
+33,679
| +1,866% | +$1.09M | 0.06% | 182 |
|
|
2023
Q4 | $302K | Sell |
1,805
-19
| -1% | -$3.18K | 0.01% | 509 |
|
|
2023
Q3 | $277K | Buy |
1,824
+378
| +26% | +$57.4K | 0.02% | 439 |
|
|
2023
Q2 | $228K | Buy |
+1,446
| New | +$228K | 0.01% | 504 |
|