SAG
SageView Advisory Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
10,569
-4,789
| -31% | -$654K | 0.05% | 192 |
|
|
2025
Q1 | $1.93M | Sell |
15,358
-769
| -5% | -$96.9K | 0.08% | 131 |
|
|
2024
Q4 | $2.09M | Buy |
16,127
+570
| +4% | +$73.7K | 0.09% | 120 |
|
|
2024
Q3 | $2.06M | Sell |
15,557
-1,453
| -9% | -$192K | 0.1% | 110 |
|
|
2024
Q2 | $2.05M | Buy |
17,010
+13,755
| +423% | +$1.66M | 0.1% | 118 |
|
|
2024
Q1 | $1.1M | Sell |
3,255
-952
| -23% | -$321K | 0.06% | 187 |
|
|
2023
Q4 | $487K | Buy |
4,207
+445
| +12% | +$51.5K | 0.02% | 402 |
|
|
2023
Q3 | $393K | Sell |
3,762
-14
| -0.4% | -$1.46K | 0.02% | 367 |
|
|
2023
Q2 | $415K | Buy |
3,776
+993
| +36% | +$109K | 0.02% | 377 |
|
|
2023
Q1 | $296K | Buy |
+2,783
| New | +$296K | 0.02% | 389 |
|