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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.43M	Hold	14,756	–	–	0.1%	79
2025 Q4	$1.42M	Hold	14,756	–	–	0.08%	131
2025 Q3	$1.42M	Hold	14,756	–	–	0.08%	122
2025 Q2	$1.36M	Buy	14,756 +14,353	+3,562%	+$1.24M	0.09%	108
2025 Q1	$34.3K	Hold	403	–	–	﹤0.01%	444
2024 Q4	$35.6K	Hold	403	–	–	﹤0.01%	439
2024 Q3	$35.5K	Hold	403	–	–	﹤0.01%	448
2024 Q2	$32.7K	Buy	403 +136	+51%	+$11.1K	﹤0.01%	394
2024 Q1	$22.5K	Hold	267	–	–	﹤0.01%	374
2023 Q4	$20.8K	Hold	267	–	–	﹤0.01%	321
2023 Q3	$18.5K	Hold	267	–	–	﹤0.01%	321
2023 Q2	$19.5K	Sell	267 -76	-22%	-$5.29K	﹤0.01%	317
2023 Q1	$24K	Buy	343 +76	+28%	+$5.37K	﹤0.01%	297
2022 Q4	$18K	Buy	+267	New	+$18K	﹤0.01%	261

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sage Mountain Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 14,756 shares worth $1.43M. The position accounts for 0.1% of the portfolio, ranked #79.

Sage Mountain Advisors first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Sage Mountain Advisors held 14,756 shares of iShares Russell Mid-Cap ETF worth $1.43M as of Q1 2026.
Sage Mountain Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.1% of Sage Mountain Advisors's portfolio in Q1 2026, its #79 holding.
Sage Mountain Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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