SigFig Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

SigFig Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.46M	Sell	13,652 -3,633	-21%	-$402K	0.04%	89
2026 Q2	$1.9M	Sell	17,285 -774	-4%	-$81.4K	0.05%	81
2026 Q1	$1.76M	Buy	18,059 +2,061	+13%	+$206K	0.05%	81
2025 Q4	$1.54M	Buy	15,998 +13,595	+566%	+$1.31M	0.05%	89
2025 Q3	$232K	Buy	+2,403	New	+$228K	0.01%	130

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

SigFig Wealth Management's IWR Position: Q3 2026 in Review

SigFig Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 21% in Q3 2026, selling an estimated $402K and leaving 13,652 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #89.

SigFig Wealth Management first reported a position in IWR in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.9M in Q2 2026. 203 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

SigFig Wealth Management held 13,652 shares of iShares Russell Mid-Cap ETF worth $1.46M as of Q3 2026.
SigFig Wealth Management sold 3,633 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $402K.
iShares Russell Mid-Cap ETF made up 0.04% of SigFig Wealth Management's portfolio in Q3 2026, its #89 holding.
SigFig Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 5 quarters since.
SigFig Wealth Management's iShares Russell Mid-Cap ETF position peaked at $1.9M in Q2 2026.
203 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.