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

Sage Financial Management 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
2021
Q2 		– Sell
-115
Closed -$35K – 71
2021
Q1 		$35K Buy
+115
New +$35.7K 0.03% 71

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sage Financial Management Group's IWO Position: Q2 2021 in Review

Sage Financial Management Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2021, closing a stake of 115 shares — an estimated $35K sold.

Sage Financial Management Group first reported a position in IWO in Q1 2021 and held it in 1 quarter. The position peaked at $35K in Q1 2021. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

  • Sage Financial Management Group reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 115 iShares Russell 2000 Growth ETF shares in Q2 2021, an estimated $35K.
  • Sage Financial Management Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's iShares Russell 2000 Growth ETF position peaked at $35K in Q1 2021.
  • 818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.