Sage Rhino Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Sage Rhino Capital’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
2026 Q1	$1.63M	Hold	6,581	–	–	0.31%	66
2025 Q4	$1.62M	Buy	6,581 +1	+0%	+$246	0.31%	67
2025 Q3	$1.59M	Hold	6,580	–	–	0.31%	66
2025 Q2	$1.42M	Hold	6,580	–	–	0.3%	65
2025 Q1	$1.31M	Sell	6,580 -23	-0.3%	-$4.99K	0.3%	64
2024 Q4	$1.46M	Hold	6,603	–	–	0.32%	62
2024 Q3	$1.46M	Sell	6,603 -15	-0.2%	-$3.21K	0.32%	62
2024 Q2	$1.34M	Hold	6,618	–	–	0.32%	67
2024 Q1	$1.39M	Hold	6,618	–	–	0.33%	64
2023 Q4	$1.33M	Sell	6,618 -65	-1%	-$11.6K	0.34%	60
2023 Q3	$1.18M	Hold	6,683	–	–	0.33%	63
2023 Q2	$1.25M	Hold	6,683	–	–	0.35%	63
2023 Q1	$1.19M	Hold	6,683	–	–	0.35%	60
2022 Q4	$1.17M	Hold	6,683	–	–	0.37%	57
2022 Q3	$1.1M	Hold	6,683	–	–	0.44%	42
2022 Q2	$1.13M	Hold	6,683	–	–	0.43%	44
2022 Q1	$1.37M	Hold	6,683	–	–	0.42%	41
2021 Q4	$1.49M	Hold	6,683	–	–	0.42%	42
2021 Q3	$1.46M	Hold	6,683	–	–	0.44%	42
2021 Q2	$1.53M	Buy	6,683 +81	+1%	+$18.2K	0.45%	40
2021 Q1	$1.46M	Hold	6,602	–	–	0.48%	38
2020 Q4	$1.29M	Hold	6,602	–	–	0.51%	36
2020 Q3	$989K	Hold	6,602	–	–	0.48%	40
2020 Q2	$945K	Hold	6,602	–	–	0.5%	42
2020 Q1	$756K	Buy	6,602 +200	+3%	+$29.8K	0.54%	40
2019 Q4	$1.06M	Hold	6,402	–	–	0.6%	39
2019 Q3	$969K	Hold	6,402	–	–	0.61%	38
2019 Q2	$996K	Hold	6,402	–	–	0.64%	38
2019 Q1	$980K	Buy	+6,402	New	+$962K	0.65%	35

Other funds holding IWM

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

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

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Sage Rhino Capital's IWM Position: Q1 2026 in Review

Sage Rhino Capital held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 6,581 shares worth $1.63M. The position accounts for 0.31% of the portfolio, ranked #66.

Sage Rhino Capital first reported a position in IWM in Q1 2019 and has held it in 29 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Sage Rhino Capital held 6,581 shares of iShares Russell 2000 ETF worth $1.63M as of Q1 2026.
Sage Rhino Capital left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.31% of Sage Rhino Capital's portfolio in Q1 2026, its #66 holding.
Sage Rhino Capital first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 29 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.