SageView Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.37M	Buy	55,758 +3,741	+7%	+$360K	0.18%	72
2025 Q3	$5.02M	Buy	52,017 +3,819	+8%	+$362K	0.17%	74
2025 Q2	$4.57M	Buy	48,198 +24,581	+104%	+$2.12M	0.17%	66
2025 Q1	$2.01M	Buy	23,617 +101	+0.4%	+$9.01K	0.09%	128
2024 Q4	$2.08M	Buy	23,516 +7,494	+47%	+$680K	0.09%	121
2024 Q3	$1.41M	Sell	16,022 -1,465	-8%	-$123K	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%	-$1.27M	0.01%	489
2023 Q4	$1.35M	Sell	17,306 -1,493	-8%	-$106K	0.06%	208
2023 Q3	$1.3M	Sell	18,799 -12,134	-39%	-$885K	0.07%	175
2023 Q2	$2.26M	Buy	30,933 +12,435	+67%	+$865K	0.13%	108
2023 Q1	$1.29M	Sell	18,498 -4,818	-21%	-$340K	0.08%	167
2022 Q4	$1.57M	Buy	+23,316	New	+$1.57M	0.13%	113

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SageView Advisory Group's IWR Position: Q4 2025 in Review

SageView Advisory Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 7.2% in Q4 2025, buying an estimated $360K and bringing the position to 55,758 shares worth $5.37M. The position accounts for 0.18% of the portfolio, ranked #72.

SageView Advisory Group first reported a position in IWR in Q4 2022 and has held it in 13 quarters since. 1,521 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

SageView Advisory Group held 55,758 shares of iShares Russell Mid-Cap ETF worth $5.37M as of Q4 2025.
SageView Advisory Group bought 3,741 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $360K.
iShares Russell Mid-Cap ETF made up 0.18% of SageView Advisory Group's portfolio in Q4 2025, its #72 holding.
SageView Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
1,521 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.