Sage Financial Group Inc Reduced Holdings in Q2 2025

Sage Financial Group Inc

  • $1.35 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-105K
- 89.98%
$43.63 - $45.4 $4.58M - $4.76M
11.7K $521K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-8.02K
- 48.06%
$96.84 - $99.46 $777K - $798K
8.67K $859K
IWD
Ishares Russell 1000 Val ETF

ETFs
-4.66K
- 20.0%
$166.82 - $194.23 $778K - $906K
18.6K $3.62M
GLD
Spdr Gold Trust

ETFs
-2.42K
- 72.68%
$273.71 - $316.29 $663K - $766K
911 $277K
SJNK
Spdr Bloomberg Short Term High

ETFs
-19.5K
- 58.17%
$24.12 - $25.48 $470K - $497K
14K $357K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-20.5K
- 22.41%
$20.12 - $21.0 $413K - $431K
71.1K $1.49M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4.82K
- 16.06%
$51.68 - $52.76 $249K - $254K
25.2K $1.33M
IEMG
Ishares Inc

ETFs
-3.96K
- 37.8%
N/A
6.52K $349K
GII
Spdr S&P Global Infrasture ETF

ETFs
-3.4K
- 38.38%
$57.32 - $67.33 $195K - $229K
5.46K $367K
IWP
Ishares Russell Mid Cap Growth

ETFs
-3.52K
- 22.06%
$104.34 - $138.68 $367K - $487K
12.4K $1.72M
TIP
Ishares Tr Tips Bd ETF

ETFs
-608
- 2.14%
$107.93 - $110.97 $65.6K - $67.5K
27.8K $3.06M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-6.28K
- 26.09%
$19.1 - $23.83 $120K - $150K
17.8K $423K
IWM
Ishares Russell 2000 ETF

ETFs
-431
- 20.34%
$174.82 - $215.79 $75.3K - $93K
1.69K $364K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.45K
- 24.68%
$17.76 - $22.1 $61.2K - $76.2K
10.5K $232K
SPY
Spdr S&P 500 ETF Trust

ETFs
-714
- 10.37%
$496.48 - $617.85 $354K - $441K
6.17K $3.81M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-431
- 5.98%
$65.1 - $75.98 $28.1K - $32.7K
6.78K $515K
IWN
Ishares Russell2000 Val ETF

ETFs
-250
- 8.04%
$131.84 - $157.76 $33K - $39.4K
2.86K $450K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-507
- 15.38%
$63.36 - $80.23 $32.1K - $40.7K
2.79K $223K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-15
- 0.45%
$103.88 - $123.68 $1.56K - $1.86K
3.31K $409K
ICLN
Ishares

ETFs
-687
- 5.08%
$10.56 - $13.31 $7.25K - $9.14K
12.8K $168K
FNDX
Schwab Fundamental U S Large C

ETFs
-510
- 1.39%
$20.84 - $24.54 $10.6K - $12.5K
36.2K $888K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-346
- 4.53%
$55.54 - $69.09 $19.2K - $23.9K
7.29K $503K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-11
- 0.21%
$72.96 - $90.39 $803 - $994
5.28K $471K
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.29K
- 2.15%
$141.87 - $164.49 $325K - $377K
104K $17.2M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-8
- 0.12%
$73.02 - $90.22 $584 - $722
6.59K $588K
IGF
Ishares Global Infrastructure

ETFs
-7.96K
- 6.88%
$50.55 - $59.83 $402K - $476K
108K $6.38M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-83
- 0.53%
$30.87 - $39.17 $2.56K - $3.25K
15.7K $614K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-75
- 0.86%
$50.08 - $63.14 $3.76K - $4.74K
8.67K $547K
EFG
Msci Eafe Growth ETF

ETFs
-196
- 2.67%
$89.8 - $112.0 $17.6K - $22K
7.16K $801K
IWS
Ishares Russell Midcap Value E

ETFs
-670
- 2.63%
$110.58 - $132.14 $74.1K - $88.5K
24.8K $3.27M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-383
- 2.03%
$70.44 - $86.87 $27K - $33.3K
18.5K $1.6M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-325
- 2.49%
$91.62 - $116.16 $29.8K - $37.8K
12.7K $1.48M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-225
- 0.29%
$66.87 - $79.47 $15K - $17.9K
76.1K $6.05M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-75
- 1.02%
$272.36 - $339.57 $20.4K - $25.5K
7.29K $2.48M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4
- 0.02%
$108.12 - $135.04 $432 - $540
18.5K $2.5M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.23K
- 1.38%
$49.48 - $61.22 $61K - $75.5K
87.9K $5.36M
VTI
Vanguard Total Stock Market Et

ETFs
-177
- 0.96%
$243.75 - $303.93 $43.1K - $53.8K
18.2K $5.53M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-19.8K
- 3.47%
$90.56 - $109.49 $1.8M - $2.17M
551K $60.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-8.83K
- 1.13%
$23.55 - $27.67 $208K - $244K
775K $21.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-18.2K
- 1.88%
$22.92 - $28.05 $416K - $509K
950K $26.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-39
- 0.13%
$320.42 - $424.58 $12.5K - $16.6K
29.3K $12.4M
VUG
Vanguard Growth ETF

ETFs
-4.81K
- 3.08%
$329.49 - $438.4 $1.58M - $2.11M
151K $66.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-535K
- 2.11%
$19.6 - $24.44 $10.5M - $13.1M
24.8M $606M
Activity Summary
Buys All Purchases 43 New Holdings 5 Increased Positions 38 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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