SageView Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.54M	Sell	13,000 -640	-5%	-$75.8K	0.05%	197
2025 Q3	$1.6M	Buy	13,640 +1,056	+8%	+$118K	0.06%	193
2025 Q2	$1.39M	Buy	12,584 +20	+0.2%	+$1.91K	0.05%	195
2025 Q1	$1.13M	Sell	12,564 -136	-1%	-$13.4K	0.05%	207
2024 Q4	$1.27M	Buy	12,700 +3,048	+32%	+$300K	0.05%	188
2024 Q3	$906K	Sell	9,652 -3,552	-27%	-$322K	0.05%	214
2024 Q2	$1.2M	Sell	13,204 -666,484	-98%	-$56.9M	0.06%	193
2024 Q1	$18.3M	Buy	679,688 +655,640	+2,726%	+$52.8M	0.92%	14
2023 Q4	$1.91M	Buy	24,048 +3,252	+16%	+$230K	0.08%	148
2023 Q3	$1.38M	Sell	20,796 -2,156	-9%	-$149K	0.08%	164
2023 Q2	$1.58M	Buy	22,952 +10,084	+78%	+$641K	0.09%	149
2023 Q1	$786K	Sell	12,868 -420	-3%	-$24.2K	0.05%	246
2022 Q4	$712K	Buy	+13,288	New	+$731K	0.06%	198

Other funds holding IWF

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SageView Advisory Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.7% in Q4 2025, selling an estimated $75.8K and leaving 13,000 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #197.

SageView Advisory Group first reported a position in IWF in Q4 2022 and has held it in 13 quarters since. The position peaked at $18.3M in Q1 2024. 2,523 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

SageView Advisory Group held 13,000 shares of iShares Russell 1000 Growth ETF worth $1.54M as of Q4 2025.
SageView Advisory Group sold 640 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $75.8K.
iShares Russell 1000 Growth ETF made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #197 holding.
SageView Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's iShares Russell 1000 Growth ETF position peaked at $18.3M in Q1 2024.
2,523 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

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