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
2016
Q3 		– Sell
-5,724
Closed -$234K – 125
2016
Q2 		$234K Buy
+5,724
New +$232K 0.04% 118

Other funds holding IUSG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Sigma Investment Counselors's IUSG Position: Q3 2016 in Review

Sigma Investment Counselors sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2016, closing a stake of 5,724 shares — an estimated $234K sold.

Sigma Investment Counselors first reported a position in IUSG in Q2 2016 and held it in 1 quarter. The position peaked at $234K in Q2 2016. 104 funds tracked by Wall St. Rank hold IUSG as of Q3 2016.

  • Sigma Investment Counselors reported no remaining iShares Core S&P US Growth ETF position as of Q3 2016 after selling out during the quarter.
  • Sigma Investment Counselors sold 5,724 iShares Core S&P US Growth ETF shares in Q3 2016, an estimated $234K.
  • Sigma Investment Counselors first reported a position in iShares Core S&P US Growth ETF in Q2 2016 and held it in 1 quarter.
  • Sigma Investment Counselors's iShares Core S&P US Growth ETF position peaked at $234K in Q2 2016.
  • 104 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2016.

Based on Sigma Investment Counselors's 13F filing for Q3 2016, filed 2 Nov 2016.