Sage Financial Group
IWN icon

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
Q3 		$554K Buy
2,645
+125
+5% +$27.6K 0.03% 79
2026
Q2 		$557K Hold
2,520
– – 0.03% 75
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Sage Financial Group's IWN Position: Q3 2026 in Review

Sage Financial Group increased its iShares Russell 2000 Value ETF (IWN) stake by 5% in Q3 2026, buying an estimated $27.6K and bringing the position to 2,645 shares worth $554K. 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 18 quarters since. The position peaked at $557K in Q2 2026. 966 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Sage Financial Group held 2,645 shares of iShares Russell 2000 Value ETF worth $554K as of Q3 2026.
  • Sage Financial Group bought 125 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $27.6K.
  • iShares Russell 2000 Value ETF made up 0.03% of Sage Financial Group's portfolio in Q3 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 18 quarters since.
  • Sage Financial Group's iShares Russell 2000 Value ETF position peaked at $557K in Q2 2026.
  • 966 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Sage Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.