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

Sage Mountain Advisors’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$79.4K	Hold	253	–	–	0.01%	236
2025 Q4	$81.7K	Hold	253	–	–	﹤0.01%	515
2025 Q3	$81K	Sell	253 -10	-4%	-$3.02K	﹤0.01%	504
2025 Q2	$75.2K	Buy	263 +106	+68%	+$27.9K	﹤0.01%	450
2025 Q1	$40.1K	Sell	157 -15	-9%	-$4.23K	﹤0.01%	440
2024 Q4	$49.5K	Hold	172	–	–	﹤0.01%	433
2024 Q3	$48.8K	Hold	172	–	–	﹤0.01%	441
2024 Q2	$45.1K	Sell	172 -27	-14%	-$7.01K	﹤0.01%	387
2024 Q1	$53.8K	Buy	199 +1	+0.5%	+$256	0.01%	360
2023 Q4	$50.1K	Hold	198	–	–	0.01%	308
2023 Q3	$44.4K	Hold	198	–	–	0.01%	307
2023 Q2	$48.1K	Sell	198 -34	-15%	-$7.8K	0.01%	300
2023 Q1	$52.6K	Hold	232	–	–	0.01%	283
2022 Q4	$49.8K	Buy	232 +80	+53%	+$17.5K	0.01%	218
2022 Q3	$31K	Hold	152	–	–	0.01%	317
2022 Q2	$31K	Hold	152	–	–	0.01%	558
2022 Q1	$39K	Hold	152	–	–	0.01%	564
2021 Q4	$45K	Hold	152	–	–	0.01%	623
2021 Q3	$45K	Hold	152	–	–	0.01%	525
2021 Q2	$47K	Hold	152	–	–	0.01%	482
2021 Q1	$46K	Hold	152	–	–	0.01%	407
2020 Q4	$44K	Buy	+152	New	+$38.7K	0.01%	235

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Sage Mountain Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 253 shares worth $79.4K. The position accounts for 0.01% of the portfolio, ranked #236.

Sage Mountain Advisors first reported a position in IWO in Q4 2020 and has held it in 22 quarters since. The position peaked at $81.7K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Sage Mountain Advisors held 253 shares of iShares Russell 2000 Growth ETF worth $79.4K as of Q1 2026.
Sage Mountain Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #236 holding.
Sage Mountain Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Sage Mountain Advisors's iShares Russell 2000 Growth ETF position peaked at $81.7K in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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