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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$478K	Sell	2,520 -54	-2%	-$10.5K	0.03%	79
2025 Q4	$466K	Sell	2,574 -284	-10%	-$51K	0.03%	77
2025 Q3	$505K	Hold	2,858	–	–	0.03%	69
2025 Q2	$451K	Sell	2,858 -250	-8%	-$37.2K	0.03%	73
2025 Q1	$469K	Buy	3,108 +107	+4%	+$17.3K	0.04%	74
2024 Q4	$493K	Sell	3,001 -68	-2%	-$11.6K	0.04%	70
2024 Q3	$512K	Sell	3,069 -137	-4%	-$22.3K	0.04%	69
2024 Q2	$488K	Hold	3,206	–	–	0.04%	66
2024 Q1	$509K	Sell	3,206 -5	-0.2%	-$757	0.05%	64
2023 Q4	$499K	Buy	3,211 +5	+0.2%	+$693	0.05%	65
2023 Q3	$435K	Hold	3,206	–	–	0.05%	63
2023 Q2	$451K	Hold	3,206	–	–	0.05%	65
2023 Q1	$439K	Buy	3,206 +133	+4%	+$19.3K	0.05%	68
2022 Q4	$426K	Buy	3,073 +360	+13%	+$50.8K	0.05%	69
2022 Q3	$350K	Hold	2,713	–	–	0.05%	69
2022 Q2	$369K	Buy	+2,713	New	+$404K	0.05%	66

Other funds holding IWN

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

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

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

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

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

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

Sage Financial Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.1% in Q1 2026, selling an estimated $10.5K and leaving 2,520 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #79.

Sage Financial Group first reported a position in IWN in Q2 2022 and has held it in 16 quarters since. The position peaked at $512K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Sage Financial Group held 2,520 shares of iShares Russell 2000 Value ETF worth $478K as of Q1 2026.
Sage Financial Group sold 54 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $10.5K.
iShares Russell 2000 Value ETF made up 0.03% of Sage Financial Group's portfolio in Q1 2026, its #79 holding.
Sage Financial Group first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and has held it in 16 quarters since.
Sage Financial Group's iShares Russell 2000 Value ETF position peaked at $512K in Q3 2024.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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