Sage Mountain Advisors
IWD icon

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
Q3 		$2.05M Buy
8,279
+30
+0.4% +$7.58K 0.12% 74
2026
Q2 		$2M Sell
8,249
-72
-0.9% -$16.8K 0.12% 70
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Sage Mountain Advisors's IWD Position: Q3 2026 in Review

Sage Mountain Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.36% in Q3 2026, buying an estimated $7.58K and bringing the position to 8,279 shares worth $2.05M. The position accounts for 0.12% of the portfolio, ranked #74.

Sage Mountain Advisors first reported a position in IWD in Q1 2021 and has held it in 23 quarters since. 1,269 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Sage Mountain Advisors held 8,279 shares of iShares Russell 1000 Value ETF worth $2.05M as of Q3 2026.
  • Sage Mountain Advisors bought 30 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $7.58K.
  • iShares Russell 1000 Value ETF made up 0.12% of Sage Mountain Advisors's portfolio in Q3 2026, its #74 holding.
  • Sage Mountain Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 23 quarters since.
  • 1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.