SigFig Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-40,777	Closed	-$3.78M	–	146
2026 Q1	$3.78M	Sell	40,777 -10,575	-21%	-$1.01M	0.11%	60
2025 Q4	$4.72M	Buy	+51,352	New	+$4.61M	0.14%	56
2025 Q2	–	Sell	-70,194	Closed	-$5.71M	–	136
2025 Q1	$5.71M	Buy	+70,194	New	+$5.77M	0.21%	50
2024 Q4	–	Sell	-90,236	Closed	-$7.31M	–	128
2024 Q3	$7.31M	Buy	+90,236	New	+$7.04M	0.27%	42

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

SigFig Wealth Management's IWX Position: Q2 2026 in Review

SigFig Wealth Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2026, closing a stake of 40,777 shares — an estimated $3.78M sold.

SigFig Wealth Management first reported a position in IWX in Q3 2024 and held it in 4 quarters. The position peaked at $7.31M in Q3 2024. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

SigFig Wealth Management reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2026 after selling out during the quarter.
SigFig Wealth Management sold 40,777 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $3.78M.
SigFig Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and held it in 4 quarters.
SigFig Wealth Management's iShares Russell Top 200 Value ETF position peaked at $7.31M in Q3 2024.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.