SAG
SageView Advisory Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
6,991
-35
| -0.5% | -$8.96K | 0.07% | 149 |
|
|
2025
Q1 | $1.48M | Buy |
7,026
+10
| +0.1% | +$2.11K | 0.06% | 161 |
|
|
2024
Q4 | $1.65M | Sell |
7,016
-49
| -0.7% | -$11.5K | 0.07% | 144 |
|
|
2024
Q3 | $1.55M | Buy |
7,065
+8
| +0.1% | +$1.76K | 0.08% | 140 |
|
|
2024
Q2 | $1.51M | Buy |
7,057
+4,525
| +179% | +$971K | 0.07% | 162 |
|
|
2024
Q1 | $402K | Sell |
2,532
-4,549
| -64% | -$722K | 0.02% | 359 |
|
|
2023
Q4 | $1.3M | Buy |
7,081
+25
| +0.4% | +$4.6K | 0.06% | 211 |
|
|
2023
Q3 | $1.09M | Sell |
7,056
-13
| -0.2% | -$2K | 0.06% | 201 |
|
|
2023
Q2 | $1.12M | Buy |
7,069
+9
| +0.1% | +$1.43K | 0.06% | 204 |
|
|
2023
Q1 | $981K | Buy |
7,060
+11
| +0.2% | +$1.53K | 0.06% | 209 |
|
|
2022
Q4 | $850K | Buy |
+7,049
| New | +$850K | 0.07% | 173 |
|