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 Q2	$301K	Hold	763	–	–	0.02%	98
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Sage Financial Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 763 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #98.

Sage Financial Group first reported a position in IWO in Q2 2022 and has held it in 15 quarters since. The position peaked at $353K in Q1 2023. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Sage Financial Group held 763 shares of iShares Russell 2000 Growth ETF worth $301K as of Q2 2026.
Sage Financial Group left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Sage Financial Group's portfolio in Q2 2026, its #98 holding.
Sage Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 15 quarters since.
Sage Financial Group's iShares Russell 2000 Growth ETF position peaked at $353K in Q1 2023.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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