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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$590K	Buy	1,494 +2	+0.1%	+$730	0.23%	81
2026 Q1	$469K	Hold	1,492	–	–	0.22%	89
2025 Q4	$483K	Buy	1,492 +1	+0.1%	+$325	0.22%	88
2025 Q3	$477K	Buy	1,491 +2	+0.1%	+$603	0.21%	91
2025 Q2	$426K	Buy	1,489 +1	+0.1%	+$263	0.21%	93
2025 Q1	$380K	Buy	1,488 +1	+0.1%	+$282	0.21%	99
2024 Q4	$428K	Sell	1,487 -297	-17%	-$87.9K	0.22%	97
2024 Q3	$507K	Sell	1,784 -89	-5%	-$24.4K	0.24%	88
2024 Q2	$492K	Buy	1,873 +3	+0.2%	+$779	0.26%	85
2024 Q1	$506K	Buy	1,870 +3	+0.2%	+$767	0.27%	83
2023 Q4	$471K	Buy	+1,867	New	+$421K	0.28%	81

Other funds holding IWO

DADC

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Sage Capital Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.13% in Q2 2026, buying an estimated $730 and bringing the position to 1,494 shares worth $590K. The position accounts for 0.23% of the portfolio, ranked #81.

Sage Capital Management first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. 370 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Sage Capital Management held 1,494 shares of iShares Russell 2000 Growth ETF worth $590K as of Q2 2026.
Sage Capital Management bought 2 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $730.
iShares Russell 2000 Growth ETF made up 0.23% of Sage Capital Management's portfolio in Q2 2026, its #81 holding.
Sage Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
370 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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