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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

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 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. 1,015 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.
  • 1,015 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.