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

Sigma Investment Counselors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.57M	Sell	42,828 -616	-1%	-$69.9K	0.24%	68
2025 Q4	$5.14M	Sell	43,444 -500	-1%	-$59.2K	0.26%	65
2025 Q3	$5.15M	Buy	43,944 +232	+0.5%	+$25.8K	0.27%	61
2025 Q2	$4.64M	Sell	43,712 -1,328	-3%	-$127K	0.26%	65
2025 Q1	$4.07M	Sell	45,040 -1,068	-2%	-$105K	0.25%	65
2024 Q4	$4.63M	Buy	46,108 +20	+0%	+$1.97K	0.27%	61
2024 Q3	$4.32M	Sell	46,088 -896	-2%	-$81.2K	0.25%	65
2024 Q2	$4.28M	Buy	46,984 +80	+0.2%	+$6.83K	0.27%	62
2024 Q1	$3.95M	Buy	46,904 +648	+1%	+$52.2K	0.25%	65
2023 Q4	$3.51M	Sell	46,256 -2,256	-5%	-$160K	0.25%	65
2023 Q3	$3.23M	Sell	48,512 -1,200	-2%	-$82.9K	0.24%	67
2023 Q2	$3.42M	Hold	49,712	–	–	0.25%	64
2023 Q1	$3.04M	Sell	49,712 -11,916	-19%	-$687K	0.24%	63
2022 Q4	$3.3M	Buy	61,628 +15,800	+34%	+$869K	0.27%	59
2022 Q3	$2.41M	Buy	45,828 +1,520	+3%	+$89.4K	0.21%	68
2022 Q2	$2.42M	Buy	44,308 +504	+1%	+$30.3K	0.2%	71
2022 Q1	$3.04M	Sell	43,804 -1,948	-4%	-$133K	0.22%	68
2021 Q4	$3.5M	Buy	45,752 +148	+0.3%	+$11K	0.24%	63
2021 Q3	$3.12M	Hold	45,604	–	–	0.23%	67
2021 Q2	$3.1M	Sell	45,604 -3,112	-6%	-$201K	0.23%	67
2021 Q1	$2.96M	Hold	48,716	–	–	0.24%	67
2020 Q4	$2.94M	Buy	48,716 +14,084	+41%	+$802K	0.25%	64
2020 Q3	$1.88M	Sell	34,632 -13,960	-29%	-$735K	0.37%	54
2020 Q2	$2.33M	Sell	48,592 -756	-2%	-$33.3K	0.25%	65
2020 Q1	$1.86M	Sell	49,348 -1,792	-4%	-$77.2K	0.24%	67
2019 Q4	$2.25M	Sell	51,140 -484	-0.9%	-$20.2K	0.24%	68
2019 Q3	$2.06M	Buy	51,624 +4,736	+10%	+$190K	0.23%	70
2019 Q2	$1.84M	Buy	46,888 +308	+0.7%	+$11.9K	0.22%	69
2019 Q1	$1.76M	Buy	46,580 +628	+1%	+$22.6K	0.22%	71
2018 Q4	$1.5M	Sell	45,952 -364	-0.8%	-$12.8K	0.21%	73
2018 Q3	$1.81M	Hold	46,316	–	–	0.22%	67
2018 Q2	$1.67M	Sell	46,316 -1,124	-2%	-$39.7K	0.22%	67
2018 Q1	$1.61M	Sell	47,440 -3,332	-7%	-$117K	0.22%	66
2017 Q4	$1.71M	Buy	50,772 +5,512	+12%	+$181K	0.23%	65
2017 Q3	$1.42M	Buy	45,260 +4	+0%	+$122	0.2%	70
2017 Q2	$1.35M	Hold	45,256	–	–	0.21%	69
2017 Q1	$1.29M	Sell	45,256 -17,876	-28%	-$496K	0.2%	70
2016 Q4	$1.66M	Buy	63,132 +612	+1%	+$15.9K	0.27%	66
2016 Q3	$1.63M	Buy	62,520 +20,028	+47%	+$521K	0.27%	68
2016 Q2	$1.07M	Sell	42,492 -2,016	-5%	-$50.3K	0.18%	74
2016 Q1	$1.11M	Buy	44,508 +4	+0%	+$95	0.2%	70
2015 Q4	$1.11M	Buy	44,504 +1,552	+4%	+$38.7K	0.2%	70
2015 Q3	$999K	Buy	42,952 +8	+0%	+$197	0.19%	70
2015 Q2	$1.06M	Sell	42,944 -876	-2%	-$22K	0.2%	68
2015 Q1	$1.08M	Buy	43,820 +1,384	+3%	+$33.8K	0.2%	66
2014 Q4	$1.01M	Buy	42,436 +92	+0.2%	+$2.15K	0.19%	73
2014 Q3	$970K	Buy	42,344 +4	+0%	+$92	0.19%	72
2014 Q2	$962K	Buy	42,340 +4	+0%	+$88	0.19%	67
2014 Q1	$916K	Buy	42,336 +1,280	+3%	+$27.5K	0.19%	67
2013 Q4	$882K	Buy	41,056 +112	+0.3%	+$2.3K	0.19%	68
2013 Q3	$800K	Sell	40,944 -6,600	-14%	-$126K	0.18%	70
2013 Q2	$865K	Buy	+47,544	New	+$871K	0.23%	70

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sigma Investment Counselors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q1 2026, selling an estimated $69.9K and leaving 42,828 shares worth $4.57M. The position accounts for 0.24% of the portfolio, ranked #68.

Sigma Investment Counselors first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.15M in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Sigma Investment Counselors held 42,828 shares of iShares Russell 1000 Growth ETF worth $4.57M as of Q1 2026.
Sigma Investment Counselors sold 616 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $69.9K.
iShares Russell 1000 Growth ETF made up 0.24% of Sigma Investment Counselors's portfolio in Q1 2026, its #68 holding.
Sigma Investment Counselors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
Sigma Investment Counselors's iShares Russell 1000 Growth ETF position peaked at $5.15M in Q3 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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