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Sigma Planning Corp’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sigma Planning Corp’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.68M Sell
53,292
-40
-0.1% -$4.54K 0.16% 132
2025
Q4 		$6.34M Sell
53,332
-1,492
-3% -$177K 0.18% 107
2025
Q3 		$6.42M Sell
54,824
-7,044
-11% -$784K 0.18% 104
2025
Q2 		$6.57M Sell
61,868
-3,236
-5% -$309K 0.2% 91
2025
Q1 		$5.88M Buy
65,104
+12,996
+25% +$1.28M 0.19% 106
2024
Q4 		$5.23M Buy
52,108
+152
+0.3% +$14.9K 0.16% 115
2024
Q3 		$4.88M Buy
51,956
+4,196
+9% +$380K 0.15% 130
2024
Q2 		$4.35M Sell
47,760
-5,184
-10% -$443K 0.14% 145
2024
Q1 		$4.46M Buy
52,944
+38,600
+269% +$3.11M 0.14% 150
2023
Q4 		$1.09M Sell
14,344
-39,268
-73% -$2.78M 0.09% 253
2023
Q3 		$3.57M Buy
53,612
+2,820
+6% +$195K 0.13% 154
2023
Q2 		$3.49M Buy
50,792
+572
+1% +$36.4K 0.13% 164
2023
Q1 		$3.07M Buy
50,220
+488
+1% +$28.1K 0.1% 211
2022
Q4 		$2.66M Buy
49,732
+996
+2% +$54.8K 0.1% 220
2022
Q3 		$2.56M Sell
48,736
-360
-0.7% -$21.2K 0.1% 207
2022
Q2 		$2.68M Buy
49,096
+380
+0.8% +$22.8K 0.09% 212
2022
Q1 		$3.38M Sell
48,716
-6,444
-12% -$440K 0.1% 203
2021
Q4 		$4.21M Buy
55,160
+4,920
+10% +$365K 0.12% 182
2021
Q3 		$3.44M Buy
50,240
+6,260
+14% +$443K 0.1% 214
2021
Q2 		$2.98M Buy
43,980
+4,192
+11% +$270K 0.09% 244
2021
Q1 		$2.42M Sell
39,788
-3,220
-7% -$196K 0.08% 276
2020
Q4 		$2.59M Buy
43,008
+4,204
+11% +$239K 0.09% 225
2020
Q3 		$2.1M Sell
38,804
-288
-0.7% -$15.2K 0.08% 234
2020
Q2 		$1.88M Buy
39,092
+12,464
+47% +$549K 0.08% 252
2020
Q1 		$1M Sell
26,628
-70,728
-73% -$3.05M 0.06% 314
2019
Q4 		$4.28M Sell
97,356
-520
-0.5% -$21.7K 0.18% 123
2019
Q3 		$3.91M Buy
97,876
+25,840
+36% +$1.04M 0.19% 130
2019
Q2 		$2.83M Buy
72,036
+45,796
+175% +$1.77M 0.15% 163
2019
Q1 		$993K Sell
26,240
-3,988
-13% -$143K 0.06% 319
2018
Q4 		$989K Sell
30,228
-4,124
-12% -$145K 0.07% 264
2018
Q3 		$1.34M Buy
34,352
+1,972
+6% +$74.7K 0.08% 243
2018
Q2 		$1.16M Buy
32,380
+8,440
+35% +$298K 0.08% 252
2018
Q1 		$815K Buy
23,940
+356
+2% +$12.5K 0.06% 311
2017
Q4 		$794K Sell
23,584
-952
-4% -$31.2K 0.06% 313
2017
Q3 		$767K Sell
24,536
-916
-4% -$28K 0.06% 322
2017
Q2 		$757K Buy
25,452
+4,984
+24% +$146K 0.07% 302
2017
Q1 		$582K Buy
20,468
+3,180
+18% +$88.2K 0.06% 351
2016
Q4 		$453K Sell
17,288
-1,560
-8% -$40.5K 0.05% 377
2016
Q3 		$491K Buy
18,848
+432
+2% +$11.2K 0.06% 352
2016
Q2 		$462K Sell
18,416
-1,560
-8% -$39K 0.06% 344
2016
Q1 		$498K Sell
19,976
-2,124
-10% -$50.2K 0.07% 307
2015
Q4 		$550K Sell
22,100
-312
-1% -$7.78K 0.08% 291
2015
Q3 		$521K Sell
22,412
-1,544
-6% -$38K 0.08% 285
2015
Q2 		$593K Sell
23,956
-368
-2% -$9.26K 0.08% 287
2015
Q1 		$602K Sell
24,324
-672
-3% -$16.4K 0.08% 296
2014
Q4 		$597K Buy
+24,996
New +$585K 0.08% 296

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sigma Planning Corp's IWF Position: Q1 2026 in Review

Sigma Planning Corp reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.08% in Q1 2026, selling an estimated $4.54K and leaving 53,292 shares worth $5.68M. The position accounts for 0.16% of the portfolio, ranked #132.

Sigma Planning Corp first reported a position in IWF in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.57M in Q2 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Sigma Planning Corp held 53,292 shares of iShares Russell 1000 Growth ETF worth $5.68M as of Q1 2026.
  • Sigma Planning Corp sold 40 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $4.54K.
  • iShares Russell 1000 Growth ETF made up 0.16% of Sigma Planning Corp's portfolio in Q1 2026, its #132 holding.
  • Sigma Planning Corp first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's iShares Russell 1000 Growth ETF position peaked at $6.57M in Q2 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.