Sage Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,736
| Closed | -$512K | – | 132 |
|
|
2025
Q4 | $512K | Hold |
3,736
| – | – | 0.12% | 91 |
|
|
2025
Q3 | $532K | Buy |
3,736
+8
| +0.2% | +$1.13K | 0.13% | 89 |
|
|
2025
Q2 | $517K | Hold |
3,728
| – | – | 0.13% | 92 |
|
|
2025
Q1 | $438K | Hold |
3,728
| – | – | 0.11% | 98 |
|
|
2024
Q4 | $473K | Hold |
3,728
| – | – | 0.12% | 95 |
|
|
2024
Q3 | $437K | Hold |
3,728
| – | – | 0.11% | 107 |
|
|
2024
Q2 | $411K | Hold |
3,728
| – | – | 0.12% | 104 |
|
|
2024
Q1 | $426K | Hold |
3,728
| – | – | 0.12% | 100 |
|
|
2023
Q4 | $389K | Hold |
3,728
| – | – | 0.13% | 94 |
|
|
2023
Q3 | $341K | Hold |
3,728
| – | – | 0.13% | 97 |
|
|
2023
Q2 | $360K | Hold |
3,728
| – | – | 0.13% | 95 |
|
|
2023
Q1 | $339K | Hold |
3,728
| – | – | 0.13% | 96 |
|
|
2022
Q4 | $312K | Hold |
3,728
| – | – | 0.14% | 94 |
|
|
2022
Q3 | $292K | Hold |
3,728
| – | – | 0.15% | 91 |
|
|
2022
Q2 | $295K | Hold |
3,728
| – | – | 0.14% | 85 |
|
|
2022
Q1 | $365K | Hold |
3,728
| – | – | 0.15% | 80 |
|
|
2021
Q4 | $375K | Hold |
3,728
| – | – | 0.14% | 80 |
|
|
2021
Q3 | $418K | Hold |
3,728
| – | – | 0.18% | 76 |
|
|
2021
Q2 | $422K | Hold |
3,728
| – | – | 0.17% | 77 |
|
|
2021
Q1 | $380K | Hold |
3,728
| – | – | 0.17% | 79 |
|
|
2020
Q4 | $401K | Hold |
3,728
| – | – | 0.2% | 74 |
|
|
2020
Q3 | $322K | Hold |
3,728
| – | – | 0.2% | 74 |
|
|
2020
Q2 | $295K | Hold |
3,728
| – | – | 0.19% | 76 |
|
|
2020
Q1 | $227K | Hold |
3,728
| – | – | 0.19% | 77 |
|
|
2019
Q4 | $284K | Hold |
3,728
| – | – | 0.18% | 81 |
|
|
2019
Q3 | $263K | Hold |
3,728
| – | – | 0.2% | 78 |
|
|
2019
Q2 | $274K | Hold |
3,728
| – | – | 0.19% | 77 |
|
|
2019
Q1 | $253K | Hold |
3,728
| – | – | 0.16% | 81 |
|
|
2018
Q4 | $212K | Hold |
3,728
| – | – | 0.16% | 77 |
|
|
2018
Q3 | $253K | Hold |
3,728
| – | – | 0.16% | 81 |
|
|
2018
Q2 | $236K | Hold |
3,728
| – | – | 0.17% | 76 |
|
|
2018
Q1 | $229K | Hold |
3,728
| – | – | 0.16% | 75 |
|
|
2017
Q4 | $225K | Hold |
3,728
| – | – | 0.15% | 77 |
|
|
2017
Q3 | $211K | Hold |
3,728
| – | – | 0.15% | 79 |
|
|
2017
Q2 | $201K | Buy |
+3,728
| New | +$198K | 0.15% | 79 |
|
Other funds holding IWP
FCAS
Sage Capital Advisors's IWP Position: Q1 2026 in Review
Sage Capital Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 3,736 shares — an estimated $512K sold.
Sage Capital Advisors first reported a position in IWP in Q2 2017 and held it in 35 quarters. The position peaked at $532K in Q3 2025. 1,181 funds tracked by Wall St. Rank hold IWP as of Q1 2026.
- Sage Capital Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
- Sage Capital Advisors sold 3,736 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $512K.
- Sage Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2017 and held it in 35 quarters.
- Sage Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $532K in Q3 2025.
- 1,181 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.
Based on Sage Capital Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.