SAG
SageView Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
3,146
+5
| +0.2% | +$2.21K | 0.05% | 195 |
|
|
2025
Q1 | $1.13M | Sell |
3,141
-34
| -1% | -$12.3K | 0.05% | 207 |
|
|
2024
Q4 | $1.27M | Buy |
3,175
+762
| +32% | +$306K | 0.05% | 188 |
|
|
2024
Q3 | $906K | Sell |
2,413
-888
| -27% | -$333K | 0.05% | 214 |
|
|
2024
Q2 | $1.2M | Sell |
3,301
-166,621
| -98% | -$60.7M | 0.06% | 193 |
|
|
2024
Q1 | $18.3M | Buy |
169,922
+163,910
| +2,726% | +$17.6M | 0.92% | 14 |
|
|
2023
Q4 | $1.91M | Buy |
6,012
+813
| +16% | +$258K | 0.08% | 148 |
|
|
2023
Q3 | $1.38M | Sell |
5,199
-539
| -9% | -$143K | 0.08% | 164 |
|
|
2023
Q2 | $1.58M | Buy |
5,738
+2,521
| +78% | +$694K | 0.09% | 149 |
|
|
2023
Q1 | $786K | Sell |
3,217
-105
| -3% | -$25.7K | 0.05% | 246 |
|
|
2022
Q4 | $712K | Buy |
+3,322
| New | +$712K | 0.06% | 198 |
|