SigFig Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14,460	Closed	-$3.93M	–	142
2025 Q3	$3.93M	Buy	+14,460	New	+$3.74M	0.12%	63
2025 Q1	–	Sell	-38,948	Closed	-$9.24M	–	130
2024 Q4	$9.24M	Buy	+38,948	New	+$8.94M	0.33%	37
2024 Q3	–	Sell	-32,951	Closed	-$7.07M	–	124
2024 Q2	$7.07M	Buy	32,951 +1,781	+6%	+$355K	0.27%	44
2024 Q1	$6.08M	Buy	31,170 +5,141	+20%	+$961K	0.22%	45
2023 Q4	$4.56M	Buy	+26,029	New	+$4.27M	0.17%	53
2023 Q3	–	Sell	-44,271	Closed	-$6.92M	–	110
2023 Q2	$6.92M	Buy	44,271 +1,717	+4%	+$250K	0.27%	41
2023 Q1	$5.91M	Buy	+42,554	New	+$5.52M	0.33%	40

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FCBT

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SigFig Wealth Management's IWY Position: Q4 2025 in Review

SigFig Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2025, closing a stake of 14,460 shares — an estimated $3.93M sold.

SigFig Wealth Management first reported a position in IWY in Q1 2023 and held it in 7 quarters. The position peaked at $9.24M in Q4 2024. 648 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

SigFig Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2025 after selling out during the quarter.
SigFig Wealth Management sold 14,460 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $3.93M.
SigFig Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and held it in 7 quarters.
SigFig Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $9.24M in Q4 2024.
648 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on SigFig Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.