Sigma Planning Corp
IWX icon

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
Q3 		$321K Buy
2,928
+37
+1% +$4.1K 0.01% 1037
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

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Sigma Planning Corp's IWX Position: Q3 2026 in Review

Sigma Planning Corp increased its iShares Russell Top 200 Value ETF (IWX) stake by 1.3% in Q3 2026, buying an estimated $4.1K and bringing the position to 2,928 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #1037.

Sigma Planning Corp first reported a position in IWX in Q3 2024 and has held it in 7 quarters since. The position peaked at $348K in Q4 2025. 66 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

  • Sigma Planning Corp held 2,928 shares of iShares Russell Top 200 Value ETF worth $321K as of Q3 2026.
  • Sigma Planning Corp bought 37 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $4.1K.
  • iShares Russell Top 200 Value ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1037 holding.
  • Sigma Planning Corp first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 7 quarters since.
  • Sigma Planning Corp's iShares Russell Top 200 Value ETF position peaked at $348K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.