iShares Russell 2000 Index shares owned by SageView Advisory Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 9.3k | 241.96 |
| 2025-06-30 | $1.9M | 8.4k | 224.12 |
| 2025-03-31 | $1.0M | 5.2k | 199.48 |
| 2024-12-31 | $1.2M | 5.4k | 220.98 |
| 2024-09-30 | $390k | 1.8k | 220.92 |
| 2024-06-30 | $622k | 3.1k | 202.88 |
| 2024-03-31 | $551k | 4.4k | 125.34 |
| 2023-12-31 | $1.6M | 8.1k | 197.71 |
| 2023-09-30 | $1.1M | 6.4k | 176.73 |
| 2023-06-30 | $1.2M | 6.4k | 187.28 |
| 2023-03-31 | $571k | 3.2k | 178.42 |
| 2022-12-31 | $816k | 4.7k | 174.38 |