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Sigma Planning Corp’s iShares Russell Top 200 ETF IWL Stock Holding History

Sigma Planning Corp’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,880
Closed -$258K – 1294
2025
Q1 		$258K Buy
+1,880
New +$273K 0.01% 1017
2018
Q4 		– Sell
-31,187
Closed -$2.11M – 909
2018
Q3 		$2.11M Buy
31,187
+27,430
+730% +$1.81M 0.12% 174
2018
Q2 		$237K Buy
+3,757
New +$234K 0.02% 752

Other funds holding IWL

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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Sigma Planning Corp's IWL Position: Q2 2025 in Review

Sigma Planning Corp sold out of iShares Russell Top 200 ETF (IWL) in Q2 2025, closing a stake of 1,880 shares — an estimated $258K sold.

Sigma Planning Corp first reported a position in IWL in Q2 2018 and held it in 3 quarters. The position peaked at $2.11M in Q3 2018. 200 funds tracked by Wall St. Rank hold IWL as of Q2 2025.

  • Sigma Planning Corp reported no remaining iShares Russell Top 200 ETF position as of Q2 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 1,880 iShares Russell Top 200 ETF shares in Q2 2025, an estimated $258K.
  • Sigma Planning Corp first reported a position in iShares Russell Top 200 ETF in Q2 2018 and held it in 3 quarters.
  • Sigma Planning Corp's iShares Russell Top 200 ETF position peaked at $2.11M in Q3 2018.
  • 200 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.