Sage Mountain Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$457K	Hold	3,564	–	–	0.03%	142
2025 Q4	$488K	Hold	3,564	–	–	0.03%	280
2025 Q3	$508K	Hold	3,564	–	–	0.03%	269
2025 Q2	$494K	Hold	3,564	–	–	0.03%	242
2025 Q1	$419K	Sell	3,564 -2,847	-44%	-$366K	0.03%	248
2024 Q4	$813K	Buy	6,411 +2,848	+80%	+$362K	0.06%	145
2024 Q3	$418K	Sell	3,563 -24	-0.7%	-$2.68K	0.04%	233
2024 Q2	$396K	Buy	3,587 +2	+0.1%	+$220	0.04%	207
2024 Q1	$409K	Buy	3,585 +1	+0%	+$108	0.04%	190
2023 Q4	$374K	Buy	3,584 +5	+0.1%	+$474	0.04%	169
2023 Q3	$327K	Hold	3,579	–	–	0.05%	178
2023 Q2	$346K	Sell	3,579 -83	-2%	-$7.56K	0.05%	163
2023 Q1	$333K	Hold	3,662	–	–	0.05%	158
2022 Q4	$306K	Buy	3,662 +660	+22%	+$55.5K	0.07%	104
2022 Q3	$235K	Hold	3,002	–	–	0.06%	143
2022 Q2	$238K	Hold	3,002	–	–	0.04%	387
2022 Q1	$302K	Hold	3,002	–	–	0.05%	383
2021 Q4	$346K	Hold	3,002	–	–	0.04%	409
2021 Q3	$336K	Hold	3,002	–	–	0.05%	333
2021 Q2	$340K	Hold	3,002	–	–	0.06%	296
2021 Q1	$306K	Hold	3,002	–	–	0.07%	234
2020 Q4	$308K	Buy	+3,002	New	+$286K	0.1%	129

Other funds holding IWP

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Sage Mountain Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 3,564 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #142.

Sage Mountain Advisors first reported a position in IWP in Q4 2020 and has held it in 22 quarters since. The position peaked at $813K in Q4 2024. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Sage Mountain Advisors held 3,564 shares of iShares Russell Mid-Cap Growth ETF worth $457K as of Q1 2026.
Sage Mountain Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Sage Mountain Advisors's portfolio in Q1 2026, its #142 holding.
Sage Mountain Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
Sage Mountain Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $813K in Q4 2024.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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