SageView Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.26M | Buy |
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|
2025
Q2 | $1.89M | Buy |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $390K | Sell |
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|
2024
Q2 | $622K | Sell |
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|
2024
Q1 | $551K | Sell |
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|
2023
Q4 | $1.6M | Buy |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $571K | Sell |
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|
2022
Q4 | $816K | Buy |
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