Sage Private Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

Sage Private Wealth Group’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-92	Closed	-$15K	–	121
2022 Q3	$15K	Hold	92	–	–	0.02%	126
2022 Q2	$16K	Hold	92	–	–	0.02%	123
2022 Q1	$19K	Sell	92 -59	-39%	-$12K	0.02%	122
2021 Q4	$33K	Hold	151	–	–	0.04%	98
2021 Q3	$33K	Buy	151 +59	+64%	+$13.1K	0.05%	97
2021 Q2	$21K	Hold	92	–	–	0.03%	111
2021 Q1	$20K	Hold	92	–	–	0.03%	118
2020 Q4	$18K	Buy	+92	New	+$16.1K	0.05%	109

Other funds holding IWM

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sage Private Wealth Group's IWM Position: Q4 2022 in Review

Sage Private Wealth Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 92 shares — an estimated $15K sold.

Sage Private Wealth Group first reported a position in IWM in Q4 2020 and held it in 8 quarters. The position peaked at $33K in Q4 2021. 1,986 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

Sage Private Wealth Group reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 92 iShares Russell 2000 ETF shares in Q4 2022, an estimated $15K.
Sage Private Wealth Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's iShares Russell 2000 ETF position peaked at $33K in Q4 2021.
1,986 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.