Sage Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.01M | Sell |
6,706
-1,214
| -15% | -$341K | 0.42% | 62 |
|
|
2026
Q1 | $1.96M | Sell |
7,920
-1,167
| -13% | -$301K | 0.46% | 56 |
|
|
2025
Q4 | $2.24M | Buy |
9,087
+156
| +2% | +$38.4K | 0.53% | 52 |
|
|
2025
Q3 | $2.16M | Buy |
8,931
+89
| +1% | +$20.4K | 0.51% | 49 |
|
|
2025
Q2 | $1.91M | Hold |
8,842
| – | – | 0.47% | 57 |
|
|
2025
Q1 | $1.76M | Buy |
8,842
+202
| +2% | +$43.8K | 0.46% | 54 |
|
|
2024
Q4 | $1.91M | Buy |
8,640
+166
| +2% | +$37.8K | 0.5% | 49 |
|
|
2024
Q3 | $1.87M | Buy |
8,474
+796
| +10% | +$170K | 0.49% | 47 |
|
|
2024
Q2 | $1.56M | Sell |
7,678
-54
| -0.7% | -$10.9K | 0.45% | 48 |
|
|
2024
Q1 | $1.63M | Buy |
7,732
+76
| +1% | +$15.2K | 0.47% | 51 |
|
|
2023
Q4 | $1.54M | Buy |
7,656
+585
| +8% | +$105K | 0.5% | 48 |
|
|
2023
Q3 | $1.25M | Buy |
7,071
+825
| +13% | +$155K | 0.46% | 51 |
|
|
2023
Q2 | $1.17M | Sell |
6,246
-131
| -2% | -$23.4K | 0.41% | 50 |
|
|
2023
Q1 | $1.14M | Buy |
6,377
+1
| +0% | +$184 | 0.43% | 49 |
|
|
2022
Q4 | $1.11M | Sell |
6,376
-340
| -5% | -$60.5K | 0.49% | 47 |
|
|
2022
Q3 | $1.11M | Buy |
6,716
+1,127
| +20% | +$206K | 0.57% | 44 |
|
|
2022
Q2 | $947K | Buy |
5,589
+280
| +5% | +$51.6K | 0.45% | 47 |
|
|
2022
Q1 | $1.05M | Buy |
5,309
+68
| +1% | +$13.9K | 0.43% | 43 |
|
|
2021
Q4 | $1.07M | Buy |
5,241
+100
| +2% | +$22.6K | 0.41% | 49 |
|
|
2021
Q3 | $1.13M | Sell |
5,141
-34
| -0.7% | -$7.54K | 0.48% | 45 |
|
|
2021
Q2 | $1.15M | Sell |
5,175
-7,366
| -59% | -$1.66M | 0.47% | 47 |
|
|
2021
Q1 | $2.77M | Buy |
12,541
+1,641
| +15% | +$358K | 1.24% | 34 |
|
|
2020
Q4 | $2.38M | Buy |
10,900
+2,715
| +33% | +$475K | 1.17% | 32 |
|
|
2020
Q3 | $1.23M | Buy |
8,185
+128
| +2% | +$19.3K | 0.75% | 37 |
|
|
2020
Q2 | $1.15M | Buy |
8,057
+318
| +4% | +$41.7K | 0.74% | 39 |
|
|
2020
Q1 | $886K | Buy |
7,739
+200
| +3% | +$29.8K | 0.73% | 40 |
|
|
2019
Q4 | $1.25M | Buy |
7,539
+4
| +0.1% | +$632 | 0.79% | 42 |
|
|
2019
Q3 | $1.14M | Sell |
7,535
-163
| -2% | -$24.9K | 0.86% | 39 |
|
|
2019
Q2 | $1.19M | Buy |
7,698
+88
| +1% | +$13.6K | 0.82% | 42 |
|
|
2019
Q1 | $1.17M | Buy |
7,610
+208
| +3% | +$31.3K | 0.75% | 41 |
|
|
2018
Q4 | $991K | Buy |
7,402
+173
| +2% | +$25.8K | 0.75% | 40 |
|
|
2018
Q3 | $1.22M | Buy |
7,229
+852
| +13% | +$144K | 0.76% | 37 |
|
|
2018
Q2 | $1.04M | Sell |
6,377
-129
| -2% | -$20.6K | 0.73% | 40 |
|
|
2018
Q1 | $988K | Buy |
6,506
+70
| +1% | +$10.8K | 0.7% | 42 |
|
|
2017
Q4 | $981K | Buy |
6,436
+32
| +0.5% | +$4.81K | 0.64% | 45 |
|
|
2017
Q3 | $949K | Buy |
6,404
+931
| +17% | +$131K | 0.67% | 44 |
|
|
2017
Q2 | $771K | Buy |
+5,473
| New | +$757K | 0.57% | 46 |
|
Other funds holding IWM
Sage Capital Advisors's IWM Position: Q2 2026 in Review
Sage Capital Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 15% in Q2 2026, selling an estimated $341K and leaving 6,706 shares worth $2.01M. The position accounts for 0.42% of the portfolio, ranked #62.
Sage Capital Advisors first reported a position in IWM in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.77M in Q1 2021. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Sage Capital Advisors held 6,706 shares of iShares Russell 2000 ETF worth $2.01M as of Q2 2026.
- Sage Capital Advisors sold 1,214 iShares Russell 2000 ETF shares in Q2 2026, an estimated $341K.
- iShares Russell 2000 ETF made up 0.42% of Sage Capital Advisors's portfolio in Q2 2026, its #62 holding.
- Sage Capital Advisors first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 37 quarters since.
- Sage Capital Advisors's iShares Russell 2000 ETF position peaked at $2.77M in Q1 2021.
- 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.