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

Sage Capital Management’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
2026 Q2	$2.16M	Buy	17,360 +28	+0.2%	+$3.38K	0.84%	34
2026 Q1	$1.85M	Buy	17,332 +8	+0%	+$908	0.87%	33
2025 Q4	$2.05M	Hold	17,324	–	–	0.95%	28
2025 Q3	$2.03M	Sell	17,324 -180	-1%	-$20K	0.91%	27
2025 Q2	$1.86M	Buy	17,504 +20	+0.1%	+$1.91K	0.89%	30
2025 Q1	$1.58M	Buy	17,484 +12	+0.1%	+$1.18K	0.86%	35
2024 Q4	$1.75M	Buy	17,472 +12	+0.1%	+$1.18K	0.89%	29
2024 Q3	$1.64M	Sell	17,460 -1,004	-5%	-$91K	0.79%	34
2024 Q2	$1.68M	Buy	18,464 +20	+0.1%	+$1.71K	0.88%	29
2024 Q1	$1.55M	Buy	18,444 +16	+0.1%	+$1.29K	0.84%	31
2023 Q4	$1.4M	Buy	+18,428	New	+$1.3M	0.84%	32

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sage Capital Management's IWF Position: Q2 2026 in Review

Sage Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.16% in Q2 2026, buying an estimated $3.38K and bringing the position to 17,360 shares worth $2.16M. The position accounts for 0.84% of the portfolio, ranked #34.

Sage Capital Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 983 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Sage Capital Management held 17,360 shares of iShares Russell 1000 Growth ETF worth $2.16M as of Q2 2026.
Sage Capital Management bought 28 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.38K.
iShares Russell 1000 Growth ETF made up 0.84% of Sage Capital Management's portfolio in Q2 2026, its #34 holding.
Sage Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
983 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.