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SigFig Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

SigFig Wealth Management’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
2025
Q3 		– Sell
-6,362
Closed -$1.37M – 140
2025
Q2 		$1.37M Sell
6,362
-229
-3% -$46.1K 0.05% 92
2025
Q1 		$1.32M Buy
6,591
+4
+0.1% +$868 0.05% 88
2024
Q4 		$1.45M Sell
6,587
-16
-0.2% -$3.65K 0.05% 87
2024
Q3 		$1.45M Sell
6,603
-468
-7% -$100K 0.05% 87
2024
Q2 		$1.43M Buy
7,071
+110
+2% +$22.2K 0.05% 85
2024
Q1 		$1.46M Buy
6,961
+321
+5% +$64K 0.05% 91
2023
Q4 		$1.33M Buy
6,640
+364
+6% +$65.2K 0.05% 90
2023
Q3 		$1.11M Buy
6,276
+180
+3% +$33.8K 0.04% 90
2023
Q2 		$1.14M Buy
6,096
+184
+3% +$32.8K 0.04% 89
2023
Q1 		$1.05M Buy
5,912
+477
+9% +$87.8K 0.06% 80
2022
Q4 		$948K Buy
5,435
+289
+6% +$51.4K 0.05% 83
2022
Q3 		$855K Buy
5,146
+567
+12% +$103K 0.04% 78
2022
Q2 		$775K Buy
4,579
+469
+11% +$86.5K 0.04% 80
2022
Q1 		$844K Buy
4,110
+137
+3% +$27.9K 0.04% 76
2021
Q4 		$884K Buy
3,973
+171
+4% +$38.6K 0.04% 76
2021
Q3 		$832K Sell
3,802
-198
-5% -$43.9K 0.04% 72
2021
Q2 		$917K Buy
4,000
+219
+6% +$49.2K 0.05% 66
2021
Q1 		$835K Sell
3,781
-307
-8% -$67K 0.05% 62
2020
Q4 		$801K Buy
4,088
+87
+2% +$15.2K 0.06% 59
2020
Q3 		$597K Buy
4,001
+391
+11% +$58.8K 0.05% 57
2020
Q2 		$517K Sell
3,610
-8,810
-71% -$1.16M 0.06% 54
2020
Q1 		$1.42M Buy
12,420
+229
+2% +$34.1K 0.19% 34
2019
Q4 		$2.02M Buy
12,191
+646
+6% +$102K 0.25% 32
2019
Q3 		$1.75M Sell
11,545
-89
-0.8% -$13.6K 0.25% 32
2019
Q2 		$1.81M Buy
11,634
+373
+3% +$57.5K 0.28% 35
2019
Q1 		$1.72M Buy
11,261
+365
+3% +$54.9K 0.31% 35
2018
Q4 		$1.45M Buy
10,896
+557
+5% +$83.1K 0.31% 35
2018
Q3 		$1.74M Buy
10,339
+2,745
+36% +$463K 0.36% 34
2018
Q2 		$1.24M Buy
+7,594
New +$1.21M 0.32% 35

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

SigFig Wealth Management's IWM Position: Q3 2025 in Review

SigFig Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 6,362 shares — an estimated $1.37M sold.

SigFig Wealth Management first reported a position in IWM in Q2 2018 and held it in 29 quarters. The position peaked at $2.02M in Q4 2019. 2,436 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • SigFig Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • SigFig Wealth Management sold 6,362 iShares Russell 2000 ETF shares in Q3 2025, an estimated $1.37M.
  • SigFig Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2018 and held it in 29 quarters.
  • SigFig Wealth Management's iShares Russell 2000 ETF position peaked at $2.02M in Q4 2019.
  • 2,436 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on SigFig Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.