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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
Q2 		$557K Hold
2,520
– – 0.03% 78
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Sage Financial Group held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 2,520 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #78.

Sage Financial Group first reported a position in IWN in Q2 2022 and has held it in 17 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Sage Financial Group held 2,520 shares of iShares Russell 2000 Value ETF worth $557K as of Q2 2026.
  • Sage Financial Group left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.03% of Sage Financial Group's portfolio in Q2 2026, its #78 holding.
  • Sage Financial Group first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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