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Sage Mountain Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Sage Mountain Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$918K Sell
3,703
-190
-5% -$49K 0.06% 100
2025
Q4 		$958K Sell
3,893
-46
-1% -$11.3K 0.05% 167
2025
Q3 		$953K Sell
3,939
-25
-0.6% -$5.74K 0.05% 167
2025
Q2 		$855K Sell
3,964
-123
-3% -$24.8K 0.06% 167
2025
Q1 		$815K Buy
4,087
+35
+0.9% +$7.59K 0.06% 152
2024
Q4 		$895K Sell
4,052
-34
-0.8% -$7.75K 0.07% 131
2024
Q3 		$903K Buy
4,086
+500
+14% +$107K 0.08% 123
2024
Q2 		$728K Buy
3,586
+860
+32% +$174K 0.07% 129
2024
Q1 		$573K Buy
2,726
+270
+11% +$53.9K 0.06% 142
2023
Q4 		$493K Buy
2,456
+6
+0.2% +$1.07K 0.06% 133
2023
Q3 		$433K Buy
2,450
+1,165
+91% +$219K 0.06% 132
2023
Q2 		$241K Sell
1,285
-386
-23% -$68.8K 0.03% 215
2023
Q1 		$298K Buy
1,671
+40
+2% +$7.37K 0.05% 170
2022
Q4 		$284K Buy
1,631
+503
+45% +$89.5K 0.06% 113
2022
Q3 		$186K Sell
1,128
-1,404
-55% -$256K 0.05% 176
2022
Q2 		$429K Sell
2,532
-321
-11% -$59.2K 0.08% 251
2022
Q1 		$586K Sell
2,853
-3,805
-57% -$776K 0.09% 234
2021
Q4 		$1.48M Buy
6,658
+3,600
+118% +$813K 0.18% 90
2021
Q3 		$669K Buy
3,058
+1,798
+143% +$399K 0.1% 204
2021
Q2 		$289K Sell
1,260
-28
-2% -$6.29K 0.05% 321
2021
Q1 		$285K Buy
1,288
+132
+11% +$28.8K 0.06% 239
2020
Q4 		$227K Buy
+1,156
New +$202K 0.07% 161

Other funds holding IWM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Sage Mountain Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 4.9% in Q1 2026, selling an estimated $49K and leaving 3,703 shares worth $918K. The position accounts for 0.06% of the portfolio, ranked #100.

Sage Mountain Advisors first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.48M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Sage Mountain Advisors held 3,703 shares of iShares Russell 2000 ETF worth $918K as of Q1 2026.
  • Sage Mountain Advisors sold 190 iShares Russell 2000 ETF shares in Q1 2026, an estimated $49K.
  • iShares Russell 2000 ETF made up 0.06% of Sage Mountain Advisors's portfolio in Q1 2026, its #100 holding.
  • Sage Mountain Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's iShares Russell 2000 ETF position peaked at $1.48M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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