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SageView Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

SageView Advisory Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.46M Buy
9,994
+673
+7% +$165K 0.08% 134
2025
Q3 		$2.26M Buy
9,321
+884
+10% +$203K 0.08% 143
2025
Q2 		$1.89M Buy
8,437
+3,237
+62% +$651K 0.07% 144
2025
Q1 		$1.04M Sell
5,200
-191
-4% -$41.4K 0.04% 223
2024
Q4 		$1.19M Buy
5,391
+3,626
+205% +$827K 0.05% 199
2024
Q3 		$390K Sell
1,765
-1,302
-42% -$279K 0.02% 338
2024
Q2 		$622K Sell
3,067
-1,326
-30% -$268K 0.03% 299
2024
Q1 		$551K Sell
4,393
-3,689
-46% -$736K 0.03% 305
2023
Q4 		$1.6M Buy
8,082
+1,696
+27% +$304K 0.07% 181
2023
Q3 		$1.13M Sell
6,386
-38
-0.6% -$7.13K 0.06% 190
2023
Q2 		$1.2M Buy
6,424
+3,226
+101% +$575K 0.07% 191
2023
Q1 		$571K Sell
3,198
-1,479
-32% -$272K 0.04% 289
2022
Q4 		$816K Buy
+4,677
New +$832K 0.07% 177

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

SageView Advisory Group increased its iShares Russell 2000 ETF (IWM) stake by 7.2% in Q4 2025, buying an estimated $165K and bringing the position to 9,994 shares worth $2.46M. The position accounts for 0.08% of the portfolio, ranked #134.

SageView Advisory Group first reported a position in IWM in Q4 2022 and has held it in 13 quarters since. 2,591 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • SageView Advisory Group held 9,994 shares of iShares Russell 2000 ETF worth $2.46M as of Q4 2025.
  • SageView Advisory Group bought 673 iShares Russell 2000 ETF shares in Q4 2025, an estimated $165K.
  • iShares Russell 2000 ETF made up 0.08% of SageView Advisory Group's portfolio in Q4 2025, its #134 holding.
  • SageView Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 13 quarters since.
  • 2,591 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

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