SAG
IWL icon

SageView Advisory Group’s iShares Russell Top 200 ETF IWL Stock Holding History

SageView Advisory Group’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$6.33M Sell
37,099
-827
-2% -$140K 0.21% 60
2025
Q3 		$6.3M Buy
37,926
+1
+0% +$159 0.22% 58
2025
Q2 		$5.98M Sell
37,925
-10,149
-21% -$1.43M 0.23% 49
2025
Q1 		$6.61M Sell
48,074
-36,700
-43% -$5.33M 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% -$1.42M 0.64% 20
2024
Q2 		$13.4M Buy
+99,901
New +$12.8M 0.62% 22
2024
Q1 		– Sell
-112,318
Closed -$13.4M – 645
2023
Q4 		$13.4M Sell
112,318
-17,299
-13% -$1.87M 0.58% 21
2023
Q3 		$13.4M Sell
129,617
-2,492
-2% -$267K 0.77% 23
2023
Q2 		$14.1M Sell
132,109
-4,295
-3% -$432K 0.78% 22
2023
Q1 		$13.3M Sell
136,404
-532
-0.4% -$50K 0.85% 20
2022
Q4 		$12.3M Buy
+136,936
New +$12.4M 1% 18

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return