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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$239K	Hold	763	–	–	0.02%	100
2025 Q4	$246K	Buy	+763	New	+$248K	0.02%	98
2025 Q3	–	Sell	-763	Closed	-$218K	–	100
2025 Q2	$218K	Buy	+763	New	+$201K	0.02%	98
2025 Q1	–	Sell	-906	Closed	-$261K	–	103
2024 Q4	$261K	Sell	906 -285	-24%	-$84.3K	0.02%	90
2024 Q3	$338K	Buy	1,191 +5	+0.4%	+$1.37K	0.03%	84
2024 Q2	$311K	Hold	1,186	–	–	0.03%	86
2024 Q1	$321K	Sell	1,186 -110	-8%	-$28.1K	0.03%	85
2023 Q4	$327K	Buy	1,296 +28	+2%	+$6.31K	0.03%	83
2023 Q3	$284K	Buy	1,268 +10	+0.8%	+$2.39K	0.03%	86
2023 Q2	$305K	Sell	1,258 -298	-19%	-$68.3K	0.03%	81
2023 Q1	$353K	Buy	1,556 +225	+17%	+$51.5K	0.04%	77
2022 Q4	$286K	Buy	1,331 +45	+3%	+$9.86K	0.03%	82
2022 Q3	$266K	Hold	1,286	–	–	0.04%	78
2022 Q2	$265K	Buy	+1,286	New	+$287K	0.04%	77

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TCIIS

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

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

Sage Financial Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 763 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #100.

Sage Financial Group first reported a position in IWO in Q2 2022 and has held it in 14 quarters since. The position peaked at $353K in Q1 2023. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Sage Financial Group held 763 shares of iShares Russell 2000 Growth ETF worth $239K as of Q1 2026.
Sage Financial Group left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Sage Financial Group's portfolio in Q1 2026, its #100 holding.
Sage Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 14 quarters since.
Sage Financial Group's iShares Russell 2000 Growth ETF position peaked at $353K in Q1 2023.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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