SAG
SageView Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
8,437
+3,237
| +62% | +$725K | 0.07% | 144 |
|
|
2025
Q1 | $1.04M | Sell |
5,200
-191
| -4% | -$38.1K | 0.04% | 223 |
|
|
2024
Q4 | $1.19M | Buy |
5,391
+3,626
| +205% | +$801K | 0.05% | 199 |
|
|
2024
Q3 | $390K | Sell |
1,765
-1,302
| -42% | -$288K | 0.02% | 338 |
|
|
2024
Q2 | $622K | Sell |
3,067
-1,326
| -30% | -$269K | 0.03% | 299 |
|
|
2024
Q1 | $551K | Sell |
4,393
-3,689
| -46% | -$462K | 0.03% | 305 |
|
|
2023
Q4 | $1.6M | Buy |
8,082
+1,696
| +27% | +$335K | 0.07% | 181 |
|
|
2023
Q3 | $1.13M | Sell |
6,386
-38
| -0.6% | -$6.72K | 0.06% | 190 |
|
|
2023
Q2 | $1.2M | Buy |
6,424
+3,226
| +101% | +$604K | 0.07% | 191 |
|
|
2023
Q1 | $571K | Sell |
3,198
-1,479
| -32% | -$264K | 0.04% | 289 |
|
|
2022
Q4 | $816K | Buy |
+4,677
| New | +$816K | 0.07% | 177 |
|