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 Q2	$7.84M	Sell	19,136 -71	-0.4%	-$28.1K	0.48%	31
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Sage Mountain Advisors's IWB Position: Q2 2026 in Review

Sage Mountain Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.37% in Q2 2026, selling an estimated $28.1K and leaving 19,136 shares worth $7.84M. 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 23 quarters since. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Sage Mountain Advisors held 19,136 shares of iShares Russell 1000 ETF worth $7.84M as of Q2 2026.
Sage Mountain Advisors sold 71 iShares Russell 1000 ETF shares in Q2 2026, an estimated $28.1K.
iShares Russell 1000 ETF made up 0.48% of Sage Mountain Advisors's portfolio in Q2 2026, its #31 holding.
Sage Mountain Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.