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 Q3	$3.84M	Buy	+35,039	New	+$3.88M	0.1%	59
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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

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

SigFig Wealth Management opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q3 2026: 35,039 shares worth $3.84M. The stake represents 0.1% of the portfolio and ranks #59 among its holdings. This is a return to the name: SigFig Wealth Management previously reported a position in IWX as recently as Q1 2026.

SigFig Wealth Management first reported a position in IWX in Q3 2024 and has held it in 5 quarters since. The position peaked at $7.31M in Q3 2024. 10 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

SigFig Wealth Management held 35,039 shares of iShares Russell Top 200 Value ETF worth $3.84M as of Q3 2026.
iShares Russell Top 200 Value ETF was a new SigFig Wealth Management position in Q3 2026.
iShares Russell Top 200 Value ETF made up 0.1% of SigFig Wealth Management's portfolio in Q3 2026, its #59 holding.
SigFig Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 5 quarters since.
SigFig Wealth Management's iShares Russell Top 200 Value ETF position peaked at $7.31M in Q3 2024.
10 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

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