Sage Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Sage Capital Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$450K	Buy	1,492 +259	+21%	+$72.8K	0.18%	104
2026 Q1	$307K	Buy	1,233 +1	+0.1%	+$258	0.14%	123
2025 Q4	$304K	Buy	1,232 +1	+0.1%	+$246	0.14%	118
2025 Q3	$298K	Sell	1,231 -22	-2%	-$5.05K	0.13%	120
2025 Q2	$270K	Sell	1,253 -11	-0.9%	-$2.21K	0.13%	120
2025 Q1	$252K	Buy	1,264 +2	+0.2%	+$434	0.14%	119
2024 Q4	$279K	Sell	1,262 -20	-2%	-$4.56K	0.14%	120
2024 Q3	$283K	Sell	1,282 -484	-27%	-$104K	0.14%	122
2024 Q2	$358K	Buy	1,766 +3	+0.2%	+$606	0.19%	105
2024 Q1	$371K	Buy	1,763 +2	+0.1%	+$399	0.2%	103
2023 Q4	$354K	Buy	+1,761	New	+$315K	0.21%	101

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sage Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 21% in Q2 2026, buying an estimated $72.8K and bringing the position to 1,492 shares worth $450K. The position accounts for 0.18% of the portfolio, ranked #104.

Sage Capital Management first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Sage Capital Management held 1,492 shares of iShares Russell 2000 ETF worth $450K as of Q2 2026.
Sage Capital Management bought 259 iShares Russell 2000 ETF shares in Q2 2026, an estimated $72.8K.
iShares Russell 2000 ETF made up 0.18% of Sage Capital Management's portfolio in Q2 2026, its #104 holding.
Sage Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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