SAG
SageView Advisory Group’s iShares Russell Top 200 ETF IWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
37,925
-10,149
| -21% | -$1.6M | 0.23% | 49 |
|
|
2025
Q1 | $6.61M | Sell |
48,074
-36,700
| -43% | -$5.04M | 0.28% | 41 |
|
|
2024
Q4 | $12.3M | Sell |
84,774
-4,630
| -5% | -$670K | 0.53% | 25 |
|
|
2024
Q3 | $12.6M | Sell |
89,404
-10,497
| -11% | -$1.47M | 0.64% | 20 |
|
|
2024
Q2 | $13.4M | Buy |
+99,901
| New | +$13.4M | 0.62% | 22 |
|
|
2024
Q1 | – | Sell |
-112,318
| Closed | -$13.4M | – | 645 |
|
|
2023
Q4 | $13.4M | Sell |
112,318
-17,299
| -13% | -$2.07M | 0.58% | 21 |
|
|
2023
Q3 | $13.4M | Sell |
129,617
-2,492
| -2% | -$258K | 0.77% | 23 |
|
|
2023
Q2 | $14.1M | Sell |
132,109
-4,295
| -3% | -$458K | 0.78% | 22 |
|
|
2023
Q1 | $13.3M | Sell |
136,404
-532
| -0.4% | -$51.8K | 0.85% | 20 |
|
|
2022
Q4 | $12.3M | Buy |
+136,936
| New | +$12.3M | 1% | 18 |
|