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

SageView Advisory Group’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-95	Closed	-$17.2K	–	1504
2025 Q4	$17.2K	Buy	+95	New	+$17.1K	﹤0.01%	1514
2024 Q1	–	Sell	-3,220	Closed	-$490K	–	633
2023 Q4	$490K	Buy	3,220 +1,725	+115%	+$239K	0.02%	401
2023 Q3	$203K	Buy	1,495 +2	+0.1%	+$287	0.01%	503
2023 Q2	$210K	Buy	+1,493	New	+$202K	0.01%	525

Other funds holding IWN

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

SageView Advisory Group's IWN Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 95 shares — an estimated $17.2K sold.

SageView Advisory Group first reported a position in IWN in Q2 2023 and held it in 4 quarters. The position peaked at $490K in Q4 2023. 1,034 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

SageView Advisory Group reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 95 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $17.2K.
SageView Advisory Group first reported a position in iShares Russell 2000 Value ETF in Q2 2023 and held it in 4 quarters.
SageView Advisory Group's iShares Russell 2000 Value ETF position peaked at $490K in Q4 2023.
1,034 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.