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
2026 Q2	$2.81M	Buy	9,354 +135	+1%	+$37.9K	0.09%	127
2026 Q1	$2.29M	Sell	9,219 -775	-8%	-$200K	0.08%	126
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SageView Advisory Group's IWM Position: Q2 2026 in Review

SageView Advisory Group increased its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q2 2026, buying an estimated $37.9K and bringing the position to 9,354 shares worth $2.81M. The position accounts for 0.09% of the portfolio, ranked #127.

SageView Advisory Group first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

SageView Advisory Group held 9,354 shares of iShares Russell 2000 ETF worth $2.81M as of Q2 2026.
SageView Advisory Group bought 135 iShares Russell 2000 ETF shares in Q2 2026, an estimated $37.9K.
iShares Russell 2000 ETF made up 0.09% of SageView Advisory Group's portfolio in Q2 2026, its #127 holding.
SageView Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.