Sage Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sage Capital Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,316	Closed	-$433K	–	138
2024 Q4	$433K	Hold	4,316	–	–	0.11%	103
2024 Q3	$405K	Hold	4,316	–	–	0.11%	113
2024 Q2	$393K	Hold	4,316	–	–	0.11%	106
2024 Q1	$364K	Sell	4,316 -4,000	-48%	-$322K	0.11%	106
2023 Q4	$630K	Hold	8,316	–	–	0.2%	77
2023 Q3	$553K	Hold	8,316	–	–	0.2%	75
2023 Q2	$572K	Sell	8,316 -212	-2%	-$13.5K	0.2%	74
2023 Q1	$521K	Hold	8,528	–	–	0.2%	73
2022 Q4	$457K	Buy	8,528 +212	+3%	+$11.7K	0.2%	77
2022 Q3	$437K	Hold	8,316	–	–	0.22%	72
2022 Q2	$455K	Sell	8,316 -300	-3%	-$18K	0.22%	70
2022 Q1	$581K	Hold	8,616	–	–	0.24%	64
2021 Q4	$600K	Hold	8,616	–	–	0.23%	65
2021 Q3	$590K	Hold	8,616	–	–	0.25%	66
2021 Q2	$600K	Sell	8,616 -300	-3%	-$19.3K	0.24%	65
2021 Q1	$542K	Sell	8,916 -156	-2%	-$9.49K	0.24%	68
2020 Q4	$568K	Buy	9,072 +756	+9%	+$43K	0.28%	63
2020 Q3	$451K	Hold	8,316	–	–	0.28%	64
2020 Q2	$399K	Hold	8,316	–	–	0.26%	63
2020 Q1	$313K	Hold	8,316	–	–	0.26%	65
2019 Q4	$366K	Hold	8,316	–	–	0.23%	69
2019 Q3	$332K	Hold	8,316	–	–	0.25%	67
2019 Q2	$337K	Hold	8,316	–	–	0.23%	68
2019 Q1	$315K	Hold	8,316	–	–	0.2%	71
2018 Q4	$272K	Hold	8,316	–	–	0.21%	70
2018 Q3	$324K	Hold	8,316	–	–	0.2%	66
2018 Q2	$299K	Hold	8,316	–	–	0.21%	67
2018 Q1	$283K	Hold	8,316	–	–	0.2%	69
2017 Q4	$280K	Hold	8,316	–	–	0.18%	70
2017 Q3	$260K	Hold	8,316	–	–	0.18%	73
2017 Q2	$247K	Buy	+8,316	New	+$244K	0.18%	72

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sage Capital Advisors's IWF Position: Q1 2025 in Review

Sage Capital Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2025, closing a stake of 4,316 shares — an estimated $433K sold.

Sage Capital Advisors first reported a position in IWF in Q2 2017 and held it in 31 quarters. The position peaked at $630K in Q4 2023. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

Sage Capital Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Sage Capital Advisors sold 4,316 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $433K.
Sage Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2017 and held it in 31 quarters.
Sage Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $630K in Q4 2023.
2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Sage Capital Advisors's 13F filing for Q1 2025, filed 4 Apr 2025.