Sage Financial Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sage Financial Management Group’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$320K	Hold	3,293	–	–	0.1%	46
2025 Q4	$317K	Hold	3,293	–	–	0.1%	47
2025 Q3	$318K	Hold	3,293	–	–	0.1%	46
2025 Q2	$303K	Sell	3,293 -280	-8%	-$24.2K	0.1%	45
2025 Q1	$304K	Sell	3,573 -486	-12%	-$43.3K	0.11%	45
2024 Q4	$359K	Hold	4,059	–	–	0.13%	41
2024 Q3	$358K	Buy	+4,059	New	+$342K	0.14%	39
2024 Q2	–	Sell	-4,843	Closed	-$407K	–	29
2024 Q1	$407K	Sell	4,843 -941	-16%	-$74.6K	0.19%	36
2023 Q4	$450K	Hold	5,784	–	–	0.24%	35
2023 Q3	$401K	Buy	+5,784	New	+$422K	0.24%	34
2023 Q2	–	Sell	-5,745	Closed	-$402K	–	16
2023 Q1	$402K	Sell	5,745 -378	-6%	-$26.7K	0.32%	32
2022 Q4	$413K	Buy	6,123 +378	+7%	+$25.5K	0.29%	31
2022 Q3	$357K	Sell	5,745 -378	-6%	-$26K	0.31%	25
2022 Q2	$396K	Hold	6,123	–	–	0.28%	27
2022 Q1	$478K	Buy	6,123 +378	+7%	+$29.1K	0.33%	22
2021 Q4	$477K	Buy	+5,745	New	+$472K	0.32%	21
2021 Q3	–	Sell	-6,123	Closed	-$485K	–	16
2021 Q2	$485K	Sell	6,123 -50	-0.8%	-$3.88K	0.44%	17
2021 Q1	$456K	Sell	6,173 -1,013	-14%	-$73.2K	0.35%	21
2020 Q4	$493K	Buy	+7,186	New	+$458K	0.39%	20

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sage Financial Management Group's IWR Position: Q1 2026 in Review

Sage Financial Management Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 3,293 shares worth $320K. The position accounts for 0.1% of the portfolio, ranked #46.

Sage Financial Management Group first reported a position in IWR in Q4 2020 and has held it in 19 quarters since. The position peaked at $493K in Q4 2020. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Sage Financial Management Group held 3,293 shares of iShares Russell Mid-Cap ETF worth $320K as of Q1 2026.
Sage Financial Management Group left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.1% of Sage Financial Management Group's portfolio in Q1 2026, its #46 holding.
Sage Financial Management Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 19 quarters since.
Sage Financial Management Group's iShares Russell Mid-Cap ETF position peaked at $493K in Q4 2020.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.