iShares Russell 2000 Index shares owned by Sage Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sage Financial
from 13F filings
Historical chart of Sage Financial investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Sage Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Sage Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $400k | 1.7k | 241.96 |
| 2025-06-30 | $364k | 1.7k | 215.79 |
| 2025-03-31 | $423k | 2.1k | 199.46 |
| 2024-12-31 | $383k | 1.7k | 220.96 |
| 2024-09-30 | $509k | 2.3k | 220.89 |
| 2024-06-30 | $467k | 2.3k | 202.89 |
| 2024-03-31 | $484k | 2.3k | 210.30 |
| 2023-12-31 | $469k | 2.3k | 200.71 |
| 2023-09-30 | $417k | 2.4k | 176.74 |
| 2023-06-30 | $444k | 2.4k | 187.27 |
| 2023-03-31 | $325k | 1.8k | 178.40 |
| 2022-12-31 | $317k | 1.8k | 174.36 |
| 2022-09-30 | $305k | 1.8k | 164.95 |
| 2022-06-30 | $310k | 1.8k | 169.49 |
| 2013-12-31 | $313k | 2.7k | 115.37 |