SAG
SageView Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Buy |
48,198
+24,581
| +104% | +$2.33M | 0.17% | 66 |
|
|
2025
Q1 | $2.01M | Buy |
23,617
+101
| +0.4% | +$8.59K | 0.09% | 128 |
|
|
2024
Q4 | $2.08M | Buy |
23,516
+7,494
| +47% | +$662K | 0.09% | 121 |
|
|
2024
Q3 | $1.41M | Sell |
16,022
-1,465
| -8% | -$129K | 0.07% | 148 |
|
|
2024
Q2 | $1.42M | Buy |
17,487
+16,242
| +1,305% | +$1.32M | 0.07% | 174 |
|
|
2024
Q1 | $223K | Sell |
1,245
-16,061
| -93% | -$2.88M | 0.01% | 489 |
|
|
2023
Q4 | $1.35M | Sell |
17,306
-1,493
| -8% | -$116K | 0.06% | 208 |
|
|
2023
Q3 | $1.3M | Sell |
18,799
-12,134
| -39% | -$840K | 0.07% | 175 |
|
|
2023
Q2 | $2.26M | Buy |
30,933
+12,435
| +67% | +$908K | 0.13% | 108 |
|
|
2023
Q1 | $1.29M | Sell |
18,498
-4,818
| -21% | -$337K | 0.08% | 167 |
|
|
2022
Q4 | $1.57M | Buy |
+23,316
| New | +$1.57M | 0.13% | 113 |
|