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Ishares Tr shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Ishares Tr (EGUS) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Ishares Tr

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All positions including Ishares Tr held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 42k 51.59
2025-06-30 $2.0M 41k 48.89
2025-03-31 $1.5M 37k 39.45

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Portfli High Yld (SPHY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Ishares Tr

Lido Advisors
SageView Advisory Group
Citadel Advisors
Tower Research Capital
Goldman Sachs Group
Apollon Wealth Management
Serenus Wealth Advisors
Jane Street
Sonoma Allocations
Prosperity Planning
Wealth Enhancement Advisory Services
Front Row Advisors
Larson Financial Group
BFSG
UBS Group

View all funds holding Ishares Tr