Sage Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.93M	Sell	17,538 -86	-0.5%	-$9.04K	0.4%	66
2026 Q1	$1.71M	Buy	17,624 +11	+0.1%	+$1.1K	0.4%	59
2025 Q4	$1.7M	Buy	17,613 +48	+0.3%	+$4.62K	0.4%	57
2025 Q3	$1.7M	Sell	17,565 -434	-2%	-$41.1K	0.4%	58
2025 Q2	$1.66M	Buy	17,999 +75	+0.4%	+$6.48K	0.41%	61
2025 Q1	$1.52M	Sell	17,924 -1,683	-9%	-$150K	0.4%	59
2024 Q4	$1.73M	Sell	19,607 -417	-2%	-$37.8K	0.45%	51
2024 Q3	$1.76M	Buy	20,024 +869	+5%	+$73.2K	0.46%	49
2024 Q2	$1.55M	Sell	19,155 -708	-4%	-$57.6K	0.45%	49
2024 Q1	$1.67M	Buy	19,863 +195	+1%	+$15.5K	0.48%	49
2023 Q4	$1.53M	Sell	19,668 -659	-3%	-$46.8K	0.49%	49
2023 Q3	$1.41M	Buy	20,327 +2,226	+12%	+$162K	0.52%	49
2023 Q2	$1.32M	Sell	18,101 -117	-0.6%	-$8.14K	0.46%	49
2023 Q1	$1.27M	Sell	18,218 -316	-2%	-$22.3K	0.49%	48
2022 Q4	$1.25M	Sell	18,534 -305	-2%	-$20.6K	0.55%	45
2022 Q3	$1.17M	Sell	18,839 -15,276	-45%	-$1.05M	0.6%	41
2022 Q2	$2.21M	Sell	34,115 -2,084	-6%	-$148K	1.05%	30
2022 Q1	$2.79M	Sell	36,199 -1,200	-3%	-$92.4K	1.13%	31
2021 Q4	$2.9M	Sell	37,399 -1,110	-3%	-$91.1K	1.1%	36
2021 Q3	$3.01M	Buy	38,509 +556	+1%	+$44.5K	1.28%	32
2021 Q2	$3M	Buy	37,953 +2,387	+7%	+$185K	1.22%	32
2021 Q1	$2.63M	Buy	35,566 +7,797	+28%	+$564K	1.18%	35
2020 Q4	$1.99M	Buy	27,769 +12,065	+77%	+$769K	0.98%	37
2020 Q3	$901K	Buy	15,704 +335	+2%	+$19.1K	0.55%	43
2020 Q2	$824K	Buy	15,369 +838	+6%	+$42K	0.53%	47
2020 Q1	$627K	Buy	14,531 +331	+2%	+$18.2K	0.51%	47
2019 Q4	$847K	Buy	14,200 +19	+0.1%	+$1.09K	0.54%	51
2019 Q3	$793K	Sell	14,181 -153	-1%	-$8.55K	0.6%	49
2019 Q2	$813K	Buy	14,334 +807	+6%	+$44.3K	0.56%	49
2019 Q1	$730K	Buy	13,527 +664	+5%	+$34.4K	0.47%	53
2018 Q4	$598K	Buy	12,863 +355	+3%	+$17.9K	0.45%	51
2018 Q3	$689K	Buy	12,508 +2,676	+27%	+$147K	0.43%	53
2018 Q2	$521K	Sell	9,832 -32	-0.3%	-$1.69K	0.36%	57
2018 Q1	$509K	Buy	9,864 +220	+2%	+$11.6K	0.36%	55
2017 Q4	$502K	Buy	9,644 +96	+1%	+$4.87K	0.33%	60
2017 Q3	$471K	Buy	9,548 +2,736	+40%	+$132K	0.33%	60
2017 Q2	$327K	Buy	+6,812	New	+$323K	0.24%	65

Other funds holding IWR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Sage Capital Advisors's IWR Position: Q2 2026 in Review

Sage Capital Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.49% in Q2 2026, selling an estimated $9.04K and leaving 17,538 shares worth $1.93M. The position accounts for 0.4% of the portfolio, ranked #66.

Sage Capital Advisors first reported a position in IWR in Q2 2017 and has held it in 37 quarters since. The position peaked at $3.01M in Q3 2021. 760 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Sage Capital Advisors held 17,538 shares of iShares Russell Mid-Cap ETF worth $1.93M as of Q2 2026.
Sage Capital Advisors sold 86 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $9.04K.
iShares Russell Mid-Cap ETF made up 0.4% of Sage Capital Advisors's portfolio in Q2 2026, its #66 holding.
Sage Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and has held it in 37 quarters since.
Sage Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $3.01M in Q3 2021.
760 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.