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Sigma Investment Counselors’s iShares Russell 1000 ETF IWB Stock Holding History

Sigma Investment Counselors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.6M Sell
105,534
-3,014
-3% -$1.12M 1.99% 10
2025
Q4 		$40.5M Sell
108,548
-1,129
-1% -$418K 2.06% 8
2025
Q3 		$40.1M Sell
109,677
-1,942
-2% -$684K 2.08% 7
2025
Q2 		$37.9M Buy
111,619
+5,179
+5% +$1.63M 2.09% 7
2025
Q1 		$32.6M Sell
106,440
-5,224
-5% -$1.69M 2% 10
2024
Q4 		$36M Sell
111,664
-1,024
-0.9% -$332K 2.11% 7
2024
Q3 		$35.4M Sell
112,688
-717
-0.6% -$217K 2.08% 7
2024
Q2 		$33.7M Sell
113,405
-428
-0.4% -$123K 2.11% 7
2024
Q1 		$32.8M Sell
113,833
-1,033
-0.9% -$283K 2.11% 7
2023
Q4 		$30.1M Sell
114,866
-1,757
-2% -$430K 2.13% 7
2023
Q3 		$27.4M Buy
116,623
+1,925
+2% +$471K 2.07% 7
2023
Q2 		$28M Sell
114,698
-2,019
-2% -$465K 2.05% 7
2023
Q1 		$26.3M Sell
116,717
-1,402
-1% -$309K 2.04% 8
2022
Q4 		$24.9M Sell
118,119
-3,805
-3% -$805K 2.04% 11
2022
Q3 		$24.1M Sell
121,924
-1,174
-1% -$257K 2.05% 11
2022
Q2 		$25.6M Buy
123,098
+16,313
+15% +$3.69M 2.08% 12
2022
Q1 		$26.7M Sell
106,785
-3,505
-3% -$865K 1.92% 12
2021
Q4 		$29.2M Sell
110,290
-667
-0.6% -$172K 2.04% 8
2021
Q3 		$26.8M Sell
110,957
-851
-0.8% -$212K 1.99% 10
2021
Q2 		$27.1M Sell
111,808
-643
-0.6% -$151K 2.03% 8
2021
Q1 		$25.2M Sell
112,451
-1,529
-1% -$335K 2.04% 8
2020
Q4 		$24.1M Buy
113,980
+54,068
+90% +$10.8M 2.08% 8
2020
Q3 		$11.2M Sell
59,912
-58,531
-49% -$10.8M 2.18% 9
2020
Q2 		$20.3M Buy
118,443
+1,666
+1% +$270K 2.16% 9
2020
Q1 		$16.5M Buy
116,777
+11,855
+11% +$2M 2.11% 10
2019
Q4 		$18.7M Sell
104,922
-450
-0.4% -$76.8K 1.96% 10
2019
Q3 		$17.3M Buy
105,372
+505
+0.5% +$82.9K 1.97% 10
2019
Q2 		$17.1M Sell
104,867
-885
-0.8% -$142K 2.01% 10
2019
Q1 		$16.6M Buy
105,752
+405
+0.4% +$61.2K 2.04% 10
2018
Q4 		$14.6M Buy
105,347
+24,313
+30% +$3.64M 2.03% 11
2018
Q3 		$13.1M Sell
81,034
-2,290
-3% -$363K 1.63% 12
2018
Q2 		$12.7M Sell
83,324
-2,218
-3% -$334K 1.68% 12
2018
Q1 		$12.6M Sell
85,542
-480
-0.6% -$72.9K 1.71% 12
2017
Q4 		$12.8M Sell
86,022
-2,665
-3% -$386K 1.75% 12
2017
Q3 		$12.4M Sell
88,687
-2,605
-3% -$357K 1.76% 12
2017
Q2 		$12.3M Sell
91,292
-1,082
-1% -$144K 1.9% 12
2017
Q1 		$12.1M Sell
92,374
-1,315
-1% -$170K 1.93% 12
2016
Q4 		$11.7M Sell
93,689
-1,032
-1% -$126K 1.87% 11
2016
Q3 		$11.4M Sell
94,721
-3,740
-4% -$450K 1.89% 11
2016
Q2 		$11.5M Sell
98,461
-11,720
-11% -$1.35M 1.96% 11
2016
Q1 		$12.6M Buy
110,181
+7,340
+7% +$793K 2.22% 11
2015
Q4 		$11.7M Sell
102,841
-575
-0.6% -$65.7K 2.14% 11
2015
Q3 		$11.1M Buy
103,416
+205
+0.2% +$23.3K 2.14% 11
2015
Q2 		$12M Sell
103,211
-4,380
-4% -$516K 2.22% 12
2015
Q1 		$12.5M Buy
107,591
+910
+0.9% +$105K 2.33% 12
2014
Q4 		$12.2M Sell
106,681
-88,401
-45% -$9.91M 2.32% 11
2014
Q3 		$21.4M Sell
195,082
-760
-0.4% -$84K 4.14% 4
2014
Q2 		$21.6M Sell
195,842
-4,840
-2% -$515K 4.21% 4
2014
Q1 		$21M Sell
200,682
-1,485
-0.7% -$153K 4.25% 4
2013
Q4 		$20.9M Sell
202,167
-1,147
-0.6% -$113K 4.49% 3
2013
Q3 		$19.1M Buy
203,314
+1,845
+0.9% +$172K 4.42% 3
2013
Q2 		$18.1M Buy
+201,469
New +$18M 4.72% 3

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sigma Investment Counselors's IWB Position: Q1 2026 in Review

Sigma Investment Counselors reduced its iShares Russell 1000 ETF (IWB) stake by 2.8% in Q1 2026, selling an estimated $1.12M and leaving 105,534 shares worth $37.6M. The position accounts for 1.99% of the portfolio, ranked #10.

Sigma Investment Counselors first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $40.5M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Sigma Investment Counselors held 105,534 shares of iShares Russell 1000 ETF worth $37.6M as of Q1 2026.
  • Sigma Investment Counselors sold 3,014 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.12M.
  • iShares Russell 1000 ETF made up 1.99% of Sigma Investment Counselors's portfolio in Q1 2026, its #10 holding.
  • Sigma Investment Counselors first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Sigma Investment Counselors's iShares Russell 1000 ETF position peaked at $40.5M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.