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 Q4	$1.46M	Sell	10,330 -68	-0.7%	-$9.51K	0.05%	204
2025 Q3	$1.45M	Sell	10,398 -171	-2%	-$23.4K	0.05%	214
2025 Q2	$1.44M	Sell	10,569 -4,789	-31%	-$601K	0.05%	192
2025 Q1	$1.93M	Sell	15,358 -769	-5%	-$100K	0.08%	131
2024 Q4	$2.09M	Buy	16,127 +570	+4%	+$76.3K	0.09%	120
2024 Q3	$2.06M	Sell	15,557 -1,453	-9%	-$184K	0.1%	110
2024 Q2	$2.05M	Buy	17,010 +13,755	+423%	+$1.67M	0.1%	118
2024 Q1	$1.1M	Sell	3,255 -952	-23%	-$112K	0.06%	187
2023 Q4	$487K	Buy	4,207 +445	+12%	+$47.4K	0.02%	402
2023 Q3	$393K	Sell	3,762 -14	-0.4%	-$1.54K	0.02%	367
2023 Q2	$415K	Buy	3,776 +993	+36%	+$105K	0.02%	377
2023 Q1	$296K	Buy	+2,783	New	+$304K	0.02%	389

Other funds holding IWS

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

SageView Advisory Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.65% in Q4 2025, selling an estimated $9.51K and leaving 10,330 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #204.

SageView Advisory Group first reported a position in IWS in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.09M in Q4 2024. 991 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

SageView Advisory Group held 10,330 shares of iShares Russell Mid-Cap Value ETF worth $1.46M as of Q4 2025.
SageView Advisory Group sold 68 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $9.51K.
iShares Russell Mid-Cap Value ETF made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #204 holding.
SageView Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 12 quarters since.
SageView Advisory Group's iShares Russell Mid-Cap Value ETF position peaked at $2.09M in Q4 2024.
991 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

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