Sage Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Sage Financial Group’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.55M	Sell	7,163 -13	-0.2%	-$4.84K	0.17%	39
2025 Q4	$2.68M	Hold	7,176	–	–	0.18%	39
2025 Q3	$2.62M	Sell	7,176 -116	-2%	-$40.9K	0.18%	36
2025 Q2	$2.48M	Sell	7,292 -75	-1%	-$23.5K	0.18%	36
2025 Q1	$2.26M	Hold	7,367	–	–	0.18%	37
2024 Q4	$2.37M	Hold	7,367	–	–	0.19%	38
2024 Q3	$2.32M	Sell	7,367 -39	-0.5%	-$11.8K	0.19%	37
2024 Q2	$2.2M	Sell	7,406 -335	-4%	-$96.2K	0.19%	37
2024 Q1	$2.23M	Sell	7,741 -63	-0.8%	-$17.3K	0.2%	37
2023 Q4	$2.05M	Buy	7,804 +160	+2%	+$39.2K	0.2%	38
2023 Q3	$1.8M	Sell	7,644 -151	-2%	-$37K	0.2%	37
2023 Q2	$1.9M	Sell	7,795 -150	-2%	-$34.5K	0.2%	36
2023 Q1	$1.79M	Sell	7,945 -19	-0.2%	-$4.18K	0.2%	37
2022 Q4	$1.68M	Hold	7,964	–	–	0.2%	38
2022 Q3	$1.57M	Sell	7,964 -25	-0.3%	-$5.48K	0.22%	33
2022 Q2	$1.66M	Buy	+7,989	New	+$1.81M	0.22%	33
2019 Q4	–	Sell	-10,396	Closed	-$1.71M	–	69
2019 Q3	$1.71M	Buy	10,396 +1	+0%	+$164	0.25%	33
2019 Q2	$1.69M	Sell	10,395 -54	-0.5%	-$8.65K	0.25%	34
2019 Q1	$1.64M	Sell	10,449 -239	-2%	-$36.1K	0.25%	32
2018 Q4	$1.48M	Buy	+10,688	New	+$1.6M	0.25%	36
2016 Q1	–	Sell	-5,650	Closed	-$640K	–	55
2015 Q4	$640K	Buy	+5,650	New	+$646K	0.21%	23
2014 Q1	–	Sell	-6,029	Closed	-$622K	–	45
2013 Q4	$622K	Buy	+6,029	New	+$596K	0.3%	17

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sage Financial Group's IWB Position: Q1 2026 in Review

Sage Financial Group reduced its iShares Russell 1000 ETF (IWB) stake by 0.18% in Q1 2026, selling an estimated $4.84K and leaving 7,163 shares worth $2.55M. The position accounts for 0.17% of the portfolio, ranked #39.

Sage Financial Group first reported a position in IWB in Q4 2013 and has held it in 22 quarters since. The position peaked at $2.68M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Sage Financial Group held 7,163 shares of iShares Russell 1000 ETF worth $2.55M as of Q1 2026.
Sage Financial Group sold 13 iShares Russell 1000 ETF shares in Q1 2026, an estimated $4.84K.
iShares Russell 1000 ETF made up 0.17% of Sage Financial Group's portfolio in Q1 2026, its #39 holding.
Sage Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2013 and has held it in 22 quarters since.
Sage Financial Group's iShares Russell 1000 ETF position peaked at $2.68M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.