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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$304K	Sell	2,891 -217	-7%	-$22K	0.01%	1122
2026 Q1	$288K	Sell	3,108 -682	-18%	-$64.9K	0.01%	1069
2025 Q4	$348K	Buy	3,790 +1,216	+47%	+$109K	0.01%	951
2025 Q3	$226K	Buy	+2,574	New	+$221K	0.01%	1163
2025 Q2	–	Sell	-3,194	Closed	-$262K	–	1295
2025 Q1	$262K	Buy	+3,194	New	+$263K	0.01%	1006
2024 Q4	–	Sell	-3,856	Closed	-$313K	–	1217
2024 Q3	$313K	Buy	+3,856	New	+$301K	0.01%	942

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

FCBT

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

Sigma Planning Corp reduced its iShares Russell Top 200 Value ETF (IWX) stake by 7% in Q2 2026, selling an estimated $22K and leaving 2,891 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #1122.

Sigma Planning Corp first reported a position in IWX in Q3 2024 and has held it in 6 quarters since. The position peaked at $348K in Q4 2025. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Sigma Planning Corp held 2,891 shares of iShares Russell Top 200 Value ETF worth $304K as of Q2 2026.
Sigma Planning Corp sold 217 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $22K.
iShares Russell Top 200 Value ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1122 holding.
Sigma Planning Corp first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 6 quarters since.
Sigma Planning Corp's iShares Russell Top 200 Value ETF position peaked at $348K in Q4 2025.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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