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Sage Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Sage Financial Group’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 		$489K Sell
1,626
-23
-1% -$6.46K 0.03% 82
2026
Q1 		$409K Sell
1,649
-5
-0.3% -$1.29K 0.03% 86
2025
Q4 		$407K Hold
1,654
– – 0.03% 83
2025
Q3 		$400K Sell
1,654
-34
-2% -$7.8K 0.03% 78
2025
Q2 		$364K Sell
1,688
-431
-20% -$86.7K 0.03% 80
2025
Q1 		$423K Buy
2,119
+385
+22% +$83.5K 0.03% 80
2024
Q4 		$383K Sell
1,734
-569
-25% -$130K 0.03% 80
2024
Q3 		$509K Hold
2,303
– – 0.04% 70
2024
Q2 		$467K Hold
2,303
– – 0.04% 70
2024
Q1 		$484K Sell
2,303
-35
-1% -$6.98K 0.04% 65
2023
Q4 		$469K Sell
2,338
-19
-0.8% -$3.4K 0.05% 66
2023
Q3 		$417K Sell
2,357
-12
-0.5% -$2.25K 0.05% 67
2023
Q2 		$444K Buy
2,369
+549
+30% +$97.9K 0.05% 66
2023
Q1 		$325K Hold
1,820
– – 0.04% 80
2022
Q4 		$317K Sell
1,820
-29
-2% -$5.16K 0.04% 78
2022
Q3 		$305K Buy
1,849
+20
+1% +$3.65K 0.04% 73
2022
Q2 		$310K Buy
+1,829
New +$337K 0.04% 71
2014
Q1 		– Sell
-2,713
Closed -$313K – 46
2013
Q4 		$313K Buy
+2,713
New +$300K 0.15% 28

Other funds holding IWM

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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Sage Financial Group's IWM Position: Q2 2026 in Review

Sage Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q2 2026, selling an estimated $6.46K and leaving 1,626 shares worth $489K. The position accounts for 0.03% of the portfolio, ranked #82.

Sage Financial Group first reported a position in IWM in Q4 2013 and has held it in 18 quarters since. The position peaked at $509K in Q3 2024. 654 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sage Financial Group held 1,626 shares of iShares Russell 2000 ETF worth $489K as of Q2 2026.
  • Sage Financial Group sold 23 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.46K.
  • iShares Russell 2000 ETF made up 0.03% of Sage Financial Group's portfolio in Q2 2026, its #82 holding.
  • Sage Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 18 quarters since.
  • Sage Financial Group's iShares Russell 2000 ETF position peaked at $509K in Q3 2024.
  • 654 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.