Sigma Planning Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sigma Planning Corp’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.37M	Buy	43,508 +504	+1%	+$69.5K	0.16%	128
2026 Q1	$5.51M	Buy	43,004 +2,045	+5%	+$277K	0.15%	137
2025 Q4	$5.62M	Buy	40,959 +3,854	+10%	+$539K	0.16%	129
2025 Q3	$5.28M	Buy	37,105 +2,227	+6%	+$315K	0.15%	134
2025 Q2	$4.84M	Buy	34,878 +594	+2%	+$75.1K	0.15%	142
2025 Q1	$4.03M	Buy	34,284 +373	+1%	+$48K	0.13%	166
2024 Q4	$4.3M	Buy	33,911 +666	+2%	+$84.7K	0.14%	156
2024 Q3	$3.9M	Buy	33,245 +754	+2%	+$84.3K	0.12%	169
2024 Q2	$3.59M	Sell	32,491 -1,018	-3%	-$112K	0.11%	180
2024 Q1	$3.82M	Buy	33,509 +16,793	+100%	+$1.82M	0.12%	174
2023 Q4	$1.75M	Sell	16,716 -15,289	-48%	-$1.45M	0.14%	159
2023 Q3	$2.92M	Buy	32,005 +747	+2%	+$71.4K	0.11%	189
2023 Q2	$3.02M	Sell	31,258 -2,540	-8%	-$231K	0.11%	200
2023 Q1	$3.08M	Buy	33,798 +476	+1%	+$42.5K	0.1%	210
2022 Q4	$2.79M	Buy	33,322 +65	+0.2%	+$5.47K	0.1%	206
2022 Q3	$2.61M	Buy	33,257 +1,523	+5%	+$131K	0.1%	206
2022 Q2	$2.51M	Sell	31,734 -40	-0.1%	-$3.48K	0.09%	225
2022 Q1	$3.19M	Sell	31,774 -2,311	-7%	-$230K	0.1%	210
2021 Q4	$3.93M	Buy	34,085 +1,280	+4%	+$149K	0.11%	193
2021 Q3	$3.68M	Sell	32,805 -720	-2%	-$82.8K	0.11%	198
2021 Q2	$3.79M	Sell	33,525 -8,630	-20%	-$922K	0.11%	206
2021 Q1	$4.3M	Buy	42,155 +655	+2%	+$68.5K	0.14%	182
2020 Q4	$4.26M	Sell	41,500 -76	-0.2%	-$7.23K	0.14%	156
2020 Q3	$3.59M	Buy	41,576 +1,206	+3%	+$102K	0.14%	159
2020 Q2	$3.19M	Sell	40,370 -18,898	-32%	-$1.37M	0.14%	159
2020 Q1	$3.6M	Sell	59,268 -2,166	-4%	-$158K	0.21%	100
2019 Q4	$4.69M	Buy	61,434 +86	+0.1%	+$6.3K	0.2%	110
2019 Q3	$4.34M	Buy	61,348 +9,090	+17%	+$653K	0.21%	111
2019 Q2	$3.73M	Sell	52,258 -3,378	-6%	-$235K	0.19%	132
2019 Q1	$3.77M	Buy	55,636 +26,984	+94%	+$1.73M	0.21%	115
2018 Q4	$1.63M	Buy	28,652 +2,198	+8%	+$134K	0.12%	187
2018 Q3	$1.79M	Buy	26,454 +878	+3%	+$58.4K	0.11%	201
2018 Q2	$1.62M	Buy	25,576 +1,734	+7%	+$109K	0.11%	199
2018 Q1	$1.47M	Buy	23,842 +5,798	+32%	+$362K	0.11%	202
2017 Q4	$1.09M	Buy	18,044 +1,810	+11%	+$106K	0.08%	251
2017 Q3	$919K	Buy	16,234 +2,650	+20%	+$145K	0.08%	261
2017 Q2	$734K	Buy	13,584 +3,016	+29%	+$160K	0.07%	309
2017 Q1	$548K	Buy	10,568 +3,034	+40%	+$155K	0.05%	366
2016 Q4	$367K	Buy	7,534 +2,984	+66%	+$144K	0.04%	459
2016 Q3	$222K	Buy	+4,550	New	+$221K	0.03%	609
2016 Q1	–	Sell	-9,640	Closed	-$443K	–	738
2015 Q4	$443K	Buy	9,640 +108	+1%	+$5.02K	0.06%	348
2015 Q3	$422K	Buy	9,532 +4,954	+108%	+$235K	0.07%	345
2015 Q2	$222K	Sell	4,578 -1,386	-23%	-$68.4K	0.03%	594
2015 Q1	$292K	Buy	5,964 +1,162	+24%	+$55.5K	0.04%	536
2014 Q4	$224K	Buy	+4,802	New	+$217K	0.03%	603

Other funds holding IWP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Sigma Planning Corp's IWP Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.2% in Q2 2026, buying an estimated $69.5K and bringing the position to 43,508 shares worth $6.37M. The position accounts for 0.16% of the portfolio, ranked #128.

Sigma Planning Corp first reported a position in IWP in Q4 2014 and has held it in 45 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Sigma Planning Corp held 43,508 shares of iShares Russell Mid-Cap Growth ETF worth $6.37M as of Q2 2026.
Sigma Planning Corp bought 504 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $69.5K.
iShares Russell Mid-Cap Growth ETF made up 0.16% of Sigma Planning Corp's portfolio in Q2 2026, its #128 holding.
Sigma Planning Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and has held it in 45 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.