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

Sage Mountain Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.23M Hold
66,240
– – 0.51% 28
2026
Q1 		$7.06M Buy
66,240
+16,024
+32% +$1.82M 0.49% 30
2025
Q4 		$5.94M Sell
50,216
-56
-0.1% -$6.63K 0.32% 47
2025
Q3 		$5.89M Sell
50,272
-332
-0.7% -$37K 0.34% 42
2025
Q2 		$5.37M Buy
50,604
+4,652
+10% +$445K 0.35% 41
2025
Q1 		$4.15M Buy
45,952
+5,056
+12% +$499K 0.31% 45
2024
Q4 		$4.11M Sell
40,896
-28
-0.1% -$2.75K 0.3% 47
2024
Q3 		$3.84M Sell
40,924
-132
-0.3% -$12K 0.33% 41
2024
Q2 		$3.74M Buy
41,056
+1,148
+3% +$98K 0.35% 40
2024
Q1 		$3.36M Hold
39,908
– – 0.35% 38
2023
Q4 		$3.02M Sell
39,908
-400
-1% -$28.3K 0.35% 42
2023
Q3 		$2.68M Hold
40,308
– – 0.37% 38
2023
Q2 		$2.77M Sell
40,308
-1,536
-4% -$97.7K 0.4% 38
2023
Q1 		$2.56M Sell
41,844
-368
-0.9% -$21.2K 0.41% 35
2022
Q4 		$2.26M Buy
42,212
+3,256
+8% +$179K 0.51% 26
2022
Q3 		$2.05M Hold
38,956
– – 0.55% 24
2022
Q2 		$2.13M Sell
38,956
-40
-0.1% -$2.4K 0.38% 32
2022
Q1 		$2.71M Sell
38,996
-2,688
-6% -$183K 0.42% 28
2021
Q4 		$3.19M Sell
41,684
-1,796
-4% -$133K 0.38% 33
2021
Q3 		$2.98M Hold
43,480
– – 0.43% 32
2021
Q2 		$2.95M Buy
43,480
+7,068
+19% +$456K 0.49% 29
2021
Q1 		$2.21M Buy
36,412
+11,512
+46% +$701K 0.47% 31
2020
Q4 		$1.5M Buy
+24,900
New +$1.42M 0.49% 27

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Sage Mountain Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 66,240 shares worth $8.23M. The position accounts for 0.51% of the portfolio, ranked #28.

Sage Mountain Advisors first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Sage Mountain Advisors held 66,240 shares of iShares Russell 1000 Growth ETF worth $8.23M as of Q2 2026.
  • Sage Mountain Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.51% of Sage Mountain Advisors's portfolio in Q2 2026, its #28 holding.
  • Sage Mountain Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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