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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,220	Closed	-$490K	–	646
2023 Q4	$490K	Buy	3,220 +1,725	+115%	+$263K	0.02%	401
2023 Q3	$203K	Buy	1,495 +2	+0.1%	+$271	0.01%	503
2023 Q2	$210K	Buy	+1,493	New	+$210K	0.01%	525