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Sage Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

Sage Investment Counsel’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$218K Sell
724
-92
-11% -$25.9K 0.22% 106
2026
Q1 		$202K Buy
+816
New +$210K 0.22% 110

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Sage Investment Counsel's IWM Position: Q2 2026 in Review

Sage Investment Counsel reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, selling an estimated $25.9K and leaving 724 shares worth $218K. The position accounts for 0.22% of the portfolio, ranked #106.

Sage Investment Counsel first reported a position in IWM in Q1 2026 and has held it in 2 quarters since. 1,514 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sage Investment Counsel held 724 shares of iShares Russell 2000 ETF worth $218K as of Q2 2026.
  • Sage Investment Counsel sold 92 iShares Russell 2000 ETF shares in Q2 2026, an estimated $25.9K.
  • iShares Russell 2000 ETF made up 0.22% of Sage Investment Counsel's portfolio in Q2 2026, its #106 holding.
  • Sage Investment Counsel first reported a position in iShares Russell 2000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.