Sage Mountain Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Sage Mountain Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.85M	Buy	19,207 +1,440	+8%	+$537K	0.48%	31
2025 Q4	$6.63M	Sell	17,767 -40	-0.2%	-$14.8K	0.35%	44
2025 Q3	$6.51M	Sell	17,807 -20	-0.1%	-$7.04K	0.37%	39
2025 Q2	$6.05M	Sell	17,827 -185	-1%	-$58.1K	0.39%	38
2025 Q1	$5.53M	Sell	18,012 -933	-5%	-$302K	0.41%	34
2024 Q4	$6.1M	Hold	18,945	–	–	0.45%	33
2024 Q3	$5.96M	Hold	18,945	–	–	0.51%	27
2024 Q2	$5.64M	Buy	18,945 +1,112	+6%	+$319K	0.52%	26
2024 Q1	$5.14M	Hold	17,833	–	–	0.53%	27
2023 Q4	$4.68M	Hold	17,833	–	–	0.54%	25
2023 Q3	$4.19M	Sell	17,833 -721	-4%	-$176K	0.58%	28
2023 Q2	$4.52M	Hold	18,554	–	–	0.64%	26
2023 Q1	$4.18M	Sell	18,554 -817	-4%	-$180K	0.67%	23
2022 Q4	$4.08M	Sell	19,371 -100	-0.5%	-$21.2K	0.93%	18
2022 Q3	$3.84M	Hold	19,471	–	–	1.02%	14
2022 Q2	$4.04M	Hold	19,471	–	–	0.72%	15
2022 Q1	$4.87M	Hold	19,471	–	–	0.76%	13
2021 Q4	$5.15M	Hold	19,471	–	–	0.62%	16
2021 Q3	$4.71M	Hold	19,471	–	–	0.68%	15
2021 Q2	$4.71M	Hold	19,471	–	–	0.78%	12
2021 Q1	$4.36M	Hold	19,471	–	–	0.93%	12
2020 Q4	$4.13M	Buy	+19,471	New	+$3.89M	1.35%	12

Other funds holding IWB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sage Mountain Advisors's IWB Position: Q1 2026 in Review

Sage Mountain Advisors increased its iShares Russell 1000 ETF (IWB) stake by 8.1% in Q1 2026, buying an estimated $537K and bringing the position to 19,207 shares worth $6.85M. The position accounts for 0.48% of the portfolio, ranked #31.

Sage Mountain Advisors first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Sage Mountain Advisors held 19,207 shares of iShares Russell 1000 ETF worth $6.85M as of Q1 2026.
Sage Mountain Advisors bought 1,440 iShares Russell 1000 ETF shares in Q1 2026, an estimated $537K.
iShares Russell 1000 ETF made up 0.48% of Sage Mountain Advisors's portfolio in Q1 2026, its #31 holding.
Sage Mountain Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.