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 Q2	$1.3M	Hold	3,053	–	–	0.08%	86
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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sage Mountain Advisors's IWV Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 3,053 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #86.

Sage Mountain Advisors first reported a position in IWV in Q1 2021 and has held it in 22 quarters since. 909 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Sage Mountain Advisors held 3,053 shares of iShares Russell 3000 ETF worth $1.3M as of Q2 2026.
Sage Mountain Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.08% of Sage Mountain Advisors's portfolio in Q2 2026, its #86 holding.
Sage Mountain Advisors first reported a position in iShares Russell 3000 ETF in Q1 2021 and has held it in 22 quarters since.
909 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.