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

Sage Mountain Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.78M Buy
8,321
+1,026
+14% +$225K 0.12% 67
2025
Q4 		$1.53M Hold
7,295
– – 0.08% 124
2025
Q3 		$1.49M Sell
7,295
-173
-2% -$34.4K 0.09% 120
2025
Q2 		$1.45M Buy
7,468
+2,685
+56% +$497K 0.09% 103
2025
Q1 		$900K Buy
4,783
+2,480
+108% +$472K 0.07% 135
2024
Q4 		$426K Sell
2,303
-10
-0.4% -$1.92K 0.03% 237
2024
Q3 		$439K Buy
2,313
+10
+0.4% +$1.82K 0.04% 221
2024
Q2 		$402K Hold
2,303
– – 0.04% 205
2024
Q1 		$412K Hold
2,303
– – 0.04% 187
2023
Q4 		$381K Hold
2,303
– – 0.04% 164
2023
Q3 		$350K Hold
2,303
– – 0.05% 164
2023
Q2 		$363K Sell
2,303
-56
-2% -$8.56K 0.05% 160
2023
Q1 		$359K Buy
2,359
+56
+2% +$8.65K 0.06% 142
2022
Q4 		$349K Buy
2,303
+1,238
+116% +$185K 0.08% 95
2022
Q3 		$145K Hold
1,065
– – 0.04% 198
2022
Q2 		$154K Sell
1,065
-86
-7% -$13.5K 0.03% 464
2022
Q1 		$191K Buy
1,151
+86
+8% +$14.1K 0.03% 476
2021
Q4 		$179K Hold
1,065
– – 0.02% 540
2021
Q3 		$167K Hold
1,065
– – 0.02% 451
2021
Q2 		$169K Buy
1,065
+355
+50% +$56.2K 0.03% 406
2021
Q1 		$108K Buy
+710
New +$103K 0.02% 372

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sage Mountain Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 14% in Q1 2026, buying an estimated $225K and bringing the position to 8,321 shares worth $1.78M. The position accounts for 0.12% of the portfolio, ranked #67.

Sage Mountain Advisors first reported a position in IWD in Q1 2021 and has held it in 21 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Sage Mountain Advisors held 8,321 shares of iShares Russell 1000 Value ETF worth $1.78M as of Q1 2026.
  • Sage Mountain Advisors bought 1,026 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $225K.
  • iShares Russell 1000 Value ETF made up 0.12% of Sage Mountain Advisors's portfolio in Q1 2026, its #67 holding.
  • Sage Mountain Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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