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

SageView Advisory Group’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-154
Closed -$49.7K – 1505
2025
Q4 		$49.7K Buy
+154
New +$50.1K ﹤0.01% 1082
2024
Q1 		– Sell
-1,401
Closed -$349K – 634
2023
Q4 		$349K Sell
1,401
-51
-4% -$11.5K 0.02% 467
2023
Q3 		$325K Sell
1,452
-1
-0.1% -$239 0.02% 406
2023
Q2 		$353K Buy
+1,453
New +$333K 0.02% 416

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

SageView Advisory Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 154 shares — an estimated $49.7K sold.

SageView Advisory Group first reported a position in IWO in Q2 2023 and held it in 4 quarters. The position peaked at $353K in Q2 2023. 1,027 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 154 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $49.7K.
  • SageView Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and held it in 4 quarters.
  • SageView Advisory Group's iShares Russell 2000 Growth ETF position peaked at $353K in Q2 2023.
  • 1,027 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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