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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.44M	Sell
2025 Q1	$1.93M	Sell
2024 Q4	$2.09M	Buy
2024 Q3	$2.06M	Sell
2024 Q2	$2.05M	Buy
2024 Q1	$1.1M	Sell
2023 Q4	$487K	Buy
2023 Q3	$393K	Sell
2023 Q2	$415K	Buy
2023 Q1	$296K	Buy