iShares Russell 2000 Index shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $953k | 3.9k | 241.95 |
| 2025-06-30 | $855k | 4.0k | 215.78 |
| 2025-03-31 | $815k | 4.1k | 199.48 |
| 2024-12-31 | $895k | 4.1k | 220.95 |
| 2024-09-30 | $903k | 4.1k | 220.88 |
| 2024-06-30 | $728k | 3.6k | 202.88 |
| 2024-03-31 | $573k | 2.7k | 210.29 |
| 2023-12-31 | $493k | 2.5k | 200.70 |
| 2023-09-30 | $433k | 2.5k | 176.77 |
| 2023-06-30 | $241k | 1.3k | 187.27 |
| 2023-03-31 | $298k | 1.7k | 178.40 |
| 2022-12-31 | $284k | 1.6k | 174.36 |
| 2022-09-30 | $186k | 1.1k | 164.89 |
| 2022-06-30 | $903k | 5.3k | 169.35 |
| 2022-03-31 | $955k | 4.7k | 205.24 |
| 2021-12-31 | $1.5M | 6.7k | 222.44 |
| 2021-09-30 | $669k | 3.1k | 218.77 |
| 2021-06-30 | $289k | 1.3k | 229.37 |
| 2021-03-31 | $285k | 1.3k | 221.27 |
| 2020-12-31 | $227k | 1.2k | 196.37 |