SIC
IUSG icon

Sigma Investment Counselors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sigma Investment Counselors’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$218K Buy
+1,160
New +$210K 0.01% 210
2016
Q3 		– Sell
-5,724
Closed -$234K – 125
2016
Q2 		$234K Buy
+5,724
New +$232K 0.04% 118

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Sigma Investment Counselors's IUSG Position: Q2 2026 in Review

Sigma Investment Counselors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,160 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #210 among its holdings. This is a return to the name: Sigma Investment Counselors previously reported a position in IUSG as recently as Q2 2016.

Sigma Investment Counselors first reported a position in IUSG in Q2 2016 and has held it in 2 quarters since. The position peaked at $234K in Q2 2016. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Sigma Investment Counselors held 1,160 shares of iShares Core S&P US Growth ETF worth $218K as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new Sigma Investment Counselors position in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.01% of Sigma Investment Counselors's portfolio in Q2 2026, its #210 holding.
  • Sigma Investment Counselors first reported a position in iShares Core S&P US Growth ETF in Q2 2016 and has held it in 2 quarters since.
  • Sigma Investment Counselors's iShares Core S&P US Growth ETF position peaked at $234K in Q2 2016.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.