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

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 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. 2,730 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.
2,730 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.