Sage Mountain Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.13M	Hold	3,053	–	–	0.08%	89
2025 Q4	$1.18M	Hold	3,053	–	–	0.06%	145
2025 Q3	$1.16M	Hold	3,053	–	–	0.07%	146
2025 Q2	$1.07M	Hold	3,053	–	–	0.07%	130
2025 Q1	$970K	Hold	3,053	–	–	0.07%	122
2024 Q4	$1.02M	Hold	3,053	–	–	0.07%	110
2024 Q3	$998K	Buy	3,053 +725	+31%	+$228K	0.09%	107
2024 Q2	$719K	Hold	2,328	–	–	0.07%	131
2024 Q1	$699K	Hold	2,328	–	–	0.07%	122
2023 Q4	$637K	Hold	2,328	–	–	0.07%	111
2023 Q3	$571K	Sell	2,328 -532	-19%	-$136K	0.08%	109
2023 Q2	$728K	Hold	2,860	–	–	0.1%	91
2023 Q1	$673K	Hold	2,860	–	–	0.11%	80
2022 Q4	$631K	Hold	2,860	–	–	0.14%	59
2022 Q3	$592K	Hold	2,860	–	–	0.16%	55
2022 Q2	$622K	Hold	2,860	–	–	0.11%	177
2022 Q1	$750K	Buy	2,860 +105	+4%	+$27.2K	0.12%	171
2021 Q4	$765K	Hold	2,755	–	–	0.09%	206
2021 Q3	$702K	Hold	2,755	–	–	0.1%	198
2021 Q2	$705K	Hold	2,755	–	–	0.12%	183
2021 Q1	$654K	Buy	+2,755	New	+$640K	0.14%	125

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sage Mountain Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 3,053 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #89.

Sage Mountain Advisors first reported a position in IWV in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.18M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Sage Mountain Advisors held 3,053 shares of iShares Russell 3000 ETF worth $1.13M as of Q1 2026.
Sage Mountain Advisors left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.08% of Sage Mountain Advisors's portfolio in Q1 2026, its #89 holding.
Sage Mountain Advisors first reported a position in iShares Russell 3000 ETF in Q1 2021 and has held it in 21 quarters since.
Sage Mountain Advisors's iShares Russell 3000 ETF position peaked at $1.18M in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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