Sage Mountain Advisors
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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
Q3 		$687K Sell
2,472
-60
-2% -$17.6K 0.04% 125
2026
Q2 		$761K Sell
2,532
-1,171
-32% -$329K 0.05% 117
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% +$1.08K 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% +$7.36K 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% -$6.3K 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

Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

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

Sage Mountain Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q3 2026, selling an estimated $17.6K and leaving 2,472 shares worth $687K. The position accounts for 0.04% of the portfolio, ranked #125.

Sage Mountain Advisors first reported a position in IWM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.48M in Q4 2021. 1,305 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Sage Mountain Advisors held 2,472 shares of iShares Russell 2000 ETF worth $687K as of Q3 2026.
  • Sage Mountain Advisors sold 60 iShares Russell 2000 ETF shares in Q3 2026, an estimated $17.6K.
  • iShares Russell 2000 ETF made up 0.04% of Sage Mountain Advisors's portfolio in Q3 2026, its #125 holding.
  • Sage Mountain Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 24 quarters since.
  • Sage Mountain Advisors's iShares Russell 2000 ETF position peaked at $1.48M in Q4 2021.
  • 1,305 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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