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Sigma Planning Corp’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sigma Planning Corp’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.86M Sell
5,919
-37
-0.6% -$12.3K 0.05% 356
2025
Q4 		$1.92M Sell
5,956
-99
-2% -$32.2K 0.05% 348
2025
Q3 		$1.94M Sell
6,055
-109
-2% -$32.9K 0.06% 331
2025
Q2 		$1.76M Sell
6,164
-186
-3% -$49K 0.05% 335
2025
Q1 		$1.62M Sell
6,350
-744
-10% -$210K 0.05% 342
2024
Q4 		$2.04M Buy
7,094
+89
+1% +$26.3K 0.06% 282
2024
Q3 		$1.99M Sell
7,005
-391
-5% -$107K 0.06% 289
2024
Q2 		$1.94M Sell
7,396
-1,447
-16% -$376K 0.06% 301
2024
Q1 		$2.39M Buy
8,843
+6,967
+371% +$1.78M 0.08% 262
2023
Q4 		$473K Sell
1,876
-5,951
-76% -$1.34M 0.04% 473
2023
Q3 		$1.75M Buy
7,827
+379
+5% +$90.7K 0.07% 297
2023
Q2 		$1.81M Sell
7,448
-1,034
-12% -$237K 0.06% 303
2023
Q1 		$1.92M Sell
8,482
-301
-3% -$68.9K 0.06% 310
2022
Q4 		$1.88M Sell
8,783
-421
-5% -$92.2K 0.07% 290
2022
Q3 		$1.9M Sell
9,204
-693
-7% -$156K 0.07% 267
2022
Q2 		$2.04M Sell
9,897
-912
-8% -$203K 0.07% 271
2022
Q1 		$2.76M Sell
10,809
-1,256
-10% -$321K 0.08% 241
2021
Q4 		$3.54M Buy
12,065
+150
+1% +$45.2K 0.1% 218
2021
Q3 		$3.5M Sell
11,915
-3,084
-21% -$926K 0.11% 209
2021
Q2 		$4.67M Sell
14,999
-1,544
-9% -$465K 0.14% 158
2021
Q1 		$4.97M Buy
16,543
+1,221
+8% +$379K 0.16% 151
2020
Q4 		$4.39M Buy
15,322
+2,543
+20% +$648K 0.15% 150
2020
Q3 		$2.83M Buy
12,779
+876
+7% +$192K 0.11% 194
2020
Q2 		$2.46M Buy
11,903
+1,584
+15% +$296K 0.11% 195
2020
Q1 		$1.63M Sell
10,319
-710
-6% -$141K 0.1% 216
2019
Q4 		$2.36M Sell
11,029
-284
-3% -$57.6K 0.1% 213
2019
Q3 		$2.18M Sell
11,313
-592
-5% -$117K 0.1% 204
2019
Q2 		$2.39M Buy
11,905
+1,053
+10% +$208K 0.12% 183
2019
Q1 		$2.13M Buy
10,852
+410
+4% +$78K 0.12% 190
2018
Q4 		$1.75M Sell
10,442
-1,845
-15% -$344K 0.13% 172
2018
Q3 		$2.64M Buy
12,287
+1,034
+9% +$220K 0.16% 139
2018
Q2 		$2.3M Buy
11,253
+1,566
+16% +$313K 0.15% 157
2018
Q1 		$1.85M Sell
9,687
-917
-9% -$176K 0.14% 174
2017
Q4 		$1.98M Buy
10,604
+1,153
+12% +$210K 0.15% 166
2017
Q3 		$1.69M Buy
9,451
+501
+6% +$85.1K 0.14% 174
2017
Q2 		$1.51M Buy
8,950
+1,663
+23% +$274K 0.14% 174
2017
Q1 		$1.18M Buy
7,287
+1,405
+24% +$223K 0.11% 213
2016
Q4 		$906K Sell
5,882
-272
-4% -$40.6K 0.1% 225
2016
Q3 		$916K Buy
6,154
+694
+13% +$101K 0.11% 211
2016
Q2 		$749K Buy
5,460
+1,477
+37% +$199K 0.1% 237
2016
Q1 		$528K Buy
3,983
+482
+14% +$60.1K 0.07% 294
2015
Q4 		$488K Sell
3,501
-681
-16% -$96.6K 0.07% 321
2015
Q3 		$560K Sell
4,182
-7,123
-63% -$1.06M 0.09% 266
2015
Q2 		$1.75M Buy
11,305
+6,071
+116% +$930K 0.24% 100
2015
Q1 		$793K Buy
+5,234
New +$763K 0.11% 234

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Sigma Planning Corp reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.62% in Q1 2026, selling an estimated $12.3K and leaving 5,919 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #356.

Sigma Planning Corp first reported a position in IWO in Q1 2015 and has held it in 45 quarters since. The position peaked at $4.97M in Q1 2021. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Sigma Planning Corp held 5,919 shares of iShares Russell 2000 Growth ETF worth $1.86M as of Q1 2026.
  • Sigma Planning Corp sold 37 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $12.3K.
  • iShares Russell 2000 Growth ETF made up 0.05% of Sigma Planning Corp's portfolio in Q1 2026, its #356 holding.
  • Sigma Planning Corp first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and has held it in 45 quarters since.
  • Sigma Planning Corp's iShares Russell 2000 Growth ETF position peaked at $4.97M in Q1 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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