SageView Advisory Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,401	Closed	-$349K	–	647
2023 Q4	$349K	Sell	1,401 -51	-4%	-$12.7K	0.02%	467
2023 Q3	$325K	Sell	1,452 -1	-0.1%	-$224	0.02%	406
2023 Q2	$353K	Buy	+1,453	New	+$353K	0.02%	416