Sage Advisory Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sage Advisory Services’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,830	Closed	-$1.24M	–	54
2022 Q1	$1.24M	Hold	4,830	–	–	0.31%	38
2021 Q4	$1.42M	Hold	4,830	–	–	0.35%	39
2021 Q3	$1.42M	Hold	4,830	–	–	0.37%	40
2021 Q2	$1.5M	Sell	4,830 -220	-4%	-$66.2K	0.41%	37
2021 Q1	$1.52M	Hold	5,050	–	–	0.37%	33
2020 Q4	$1.45M	Hold	5,050	–	–	0.38%	35
2020 Q3	$1.12M	Sell	5,050 -5,050	-50%	-$1.11M	0.37%	36
2020 Q2	$2.09M	Hold	10,100	–	–	0.66%	29
2020 Q1	$1.6M	Hold	10,100	–	–	0.62%	30
2019 Q4	$2.16M	Hold	10,100	–	–	0.69%	30
2019 Q3	$1.95M	Hold	10,100	–	–	0.64%	27
2019 Q2	$2.03M	Buy	+10,100	New	+$2M	0.6%	27

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sage Advisory Services's IWO Position: Q2 2022 in Review

Sage Advisory Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 4,830 shares — an estimated $1.24M sold.

Sage Advisory Services first reported a position in IWO in Q2 2019 and held it in 12 quarters. The position peaked at $2.16M in Q4 2019. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

Sage Advisory Services reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Sage Advisory Services sold 4,830 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $1.24M.
Sage Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and held it in 12 quarters.
Sage Advisory Services's iShares Russell 2000 Growth ETF position peaked at $2.16M in Q4 2019.
790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Sage Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.