SageView Advisory Group, LLC IWL Holdings History
SageView Advisory Group, LLC's iShares Russell Top 200 ETF Holding Summary
As of 2025-03-31, SageView Advisory Group, LLC held 48,074.00 shares of iShares Russell Top 200 ETF(IWL), totaling $6.61 Mil. This investment constitutes 0.28% of their stock portfolio, and SageView Advisory Group, LLC now holds 0.43% of the outstanding iShares Russell Top 200 ETF(IWL) stock.
The initial trade took place in 2022Q4. And since then SageView Advisory Group, LLC has made 1 purchases of IWL, at an average price of $106.20, for a total of 236,837.00 shares. In addition, there have been 8 sales at an average price of $125.32 for 188,763.00 shares. Based on historical transaction data and IWL's current price of $155.48, SageView Advisory Group, LLC's estimated gain on his IWL holdings is $5.98 Mil, reflecting a 23.77% gain to date.
SageView Advisory Group, LLC IWL ($155.48) Holding Chart
SageView Advisory Group, LLC IWL ($155.48) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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