SageView Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $331K | Sell |
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|
2025
Q3 | $321K | Buy |
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|
2025
Q2 | $298K | Buy |
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|
2025
Q1 | $282K | Buy |
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|
2024
Q4 | $216K | Hold |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $236K | Sell |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $228K | Buy |
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