Sigma Investment Counselors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.6M | Sell |
59,038
-1,247
| -2% | -$322K | 0.77% | 28 |
|
|
2025
Q4 | $14.8M | Sell |
60,285
-1,144
| -2% | -$281K | 0.75% | 31 |
|
|
2025
Q3 | $14.9M | Sell |
61,429
-1,353
| -2% | -$310K | 0.77% | 31 |
|
|
2025
Q2 | $13.5M | Sell |
62,782
-1,957
| -3% | -$394K | 0.75% | 32 |
|
|
2025
Q1 | $12.9M | Buy |
64,739
+2,960
| +5% | +$642K | 0.79% | 29 |
|
|
2024
Q4 | $13.7M | Sell |
61,779
-619
| -1% | -$141K | 0.8% | 27 |
|
|
2024
Q3 | $13.8M | Sell |
62,398
-1,285
| -2% | -$275K | 0.81% | 29 |
|
|
2024
Q2 | $12.9M | Sell |
63,683
-1,122
| -2% | -$227K | 0.81% | 30 |
|
|
2024
Q1 | $13.6M | Sell |
64,805
-848
| -1% | -$169K | 0.88% | 28 |
|
|
2023
Q4 | $13.2M | Sell |
65,653
-1,482
| -2% | -$266K | 0.93% | 24 |
|
|
2023
Q3 | $11.9M | Sell |
67,135
-147
| -0.2% | -$27.6K | 0.9% | 25 |
|
|
2023
Q2 | $12.6M | Sell |
67,282
-470
| -0.7% | -$83.8K | 0.93% | 24 |
|
|
2023
Q1 | $12.1M | Sell |
67,752
-3,683
| -5% | -$678K | 0.94% | 23 |
|
|
2022
Q4 | $12.5M | Sell |
71,435
-615
| -0.9% | -$109K | 1.02% | 23 |
|
|
2022
Q3 | $11.9M | Buy |
72,050
+2,690
| +4% | +$491K | 1.01% | 24 |
|
|
2022
Q2 | $11.7M | Buy |
69,360
+5,398
| +8% | +$995K | 0.96% | 25 |
|
|
2022
Q1 | $13.1M | Sell |
63,962
-320
| -0.5% | -$65.3K | 0.94% | 24 |
|
|
2021
Q4 | $14.3M | Sell |
64,282
-909
| -1% | -$205K | 1% | 23 |
|
|
2021
Q3 | $14.3M | Sell |
65,191
-88
| -0.1% | -$19.5K | 1.06% | 25 |
|
|
2021
Q2 | $15M | Sell |
65,279
-1,586
| -2% | -$357K | 1.12% | 23 |
|
|
2021
Q1 | $14.8M | Sell |
66,865
-843
| -1% | -$184K | 1.2% | 21 |
|
|
2020
Q4 | $13.3M | Buy |
67,708
+33,062
| +95% | +$5.79M | 1.14% | 23 |
|
|
2020
Q3 | $5.19M | Sell |
34,646
-34,187
| -50% | -$5.14M | 1.01% | 24 |
|
|
2020
Q2 | $9.86M | Buy |
68,833
+18,617
| +37% | +$2.44M | 1.05% | 26 |
|
|
2020
Q1 | $5.75M | Buy |
50,216
+9,205
| +22% | +$1.37M | 0.73% | 29 |
|
|
2019
Q4 | $6.79M | Sell |
41,011
-145
| -0.4% | -$22.9K | 0.71% | 31 |
|
|
2019
Q3 | $6.23M | Buy |
41,156
+164
| +0.4% | +$25K | 0.71% | 31 |
|
|
2019
Q2 | $6.37M | Buy |
40,992
+806
| +2% | +$124K | 0.75% | 31 |
|
|
2019
Q1 | $6.15M | Buy |
40,186
+1,435
| +4% | +$216K | 0.75% | 32 |
|
|
2018
Q4 | $5.19M | Buy |
38,751
+22,740
| +142% | +$3.39M | 0.72% | 33 |
|
|
2018
Q3 | $2.7M | Sell |
16,011
-210
| -1% | -$35.5K | 0.34% | 48 |
|
|
2018
Q2 | $2.66M | Sell |
16,221
-1,225
| -7% | -$196K | 0.35% | 46 |
|
|
2018
Q1 | $2.65M | Sell |
17,446
-87
| -0.5% | -$13.4K | 0.36% | 45 |
|
|
2017
Q4 | $2.67M | Sell |
17,533
-170
| -1% | -$25.5K | 0.37% | 48 |
|
|
2017
Q3 | $2.62M | Sell |
17,703
-170
| -1% | -$23.9K | 0.37% | 49 |
|
|
2017
Q2 | $2.52M | Sell |
17,873
-115
| -0.6% | -$15.9K | 0.39% | 50 |
|
|
2017
Q1 | $2.47M | Sell |
17,988
-4,770
| -21% | -$652K | 0.39% | 51 |
|
|
2016
Q4 | $3.07M | Buy |
22,758
+13
| +0.1% | +$1.66K | 0.49% | 40 |
|
|
2016
Q3 | $2.83M | Sell |
22,745
-377
| -2% | -$45.8K | 0.47% | 47 |
|
|
2016
Q2 | $2.66M | Sell |
23,122
-497
| -2% | -$56.1K | 0.45% | 47 |
|
|
2016
Q1 | $2.61M | Buy |
23,619
+5,386
| +30% | +$558K | 0.46% | 48 |
|
|
2015
Q4 | $2.05M | Buy |
18,233
+920
| +5% | +$106K | 0.38% | 54 |
|
|
2015
Q3 | $1.89M | Hold |
17,313
| – | – | 0.37% | 60 |
|
|
2015
Q2 | $2.16M | Buy |
17,313
+15
| +0.1% | +$1.87K | 0.4% | 56 |
|
|
2015
Q1 | $2.15M | Sell |
17,298
-556
| -3% | -$67K | 0.4% | 58 |
|
|
2014
Q4 | $2.14M | Buy |
17,854
+50
| +0.3% | +$5.72K | 0.4% | 57 |
|
|
2014
Q3 | $1.95M | Sell |
17,804
-345
| -2% | -$39.5K | 0.38% | 60 |
|
|
2014
Q2 | $2.16M | Sell |
18,149
-214
| -1% | -$24.3K | 0.42% | 56 |
|
|
2014
Q1 | $2.14M | Sell |
18,363
-340
| -2% | -$39.2K | 0.43% | 56 |
|
|
2013
Q4 | $2.16M | Sell |
18,703
-577
| -3% | -$63.7K | 0.46% | 57 |
|
|
2013
Q3 | $2.06M | Sell |
19,280
-317
| -2% | -$32.8K | 0.47% | 57 |
|
|
2013
Q2 | $1.9M | Buy |
+19,597
| New | +$1.87M | 0.49% | 58 |
|
Other funds holding IWM
Sigma Investment Counselors's IWM Position: Q1 2026 in Review
Sigma Investment Counselors reduced its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q1 2026, selling an estimated $322K and leaving 59,038 shares worth $14.6M. The position accounts for 0.77% of the portfolio, ranked #28.
Sigma Investment Counselors first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $15M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Sigma Investment Counselors held 59,038 shares of iShares Russell 2000 ETF worth $14.6M as of Q1 2026.
- Sigma Investment Counselors sold 1,247 iShares Russell 2000 ETF shares in Q1 2026, an estimated $322K.
- iShares Russell 2000 ETF made up 0.77% of Sigma Investment Counselors's portfolio in Q1 2026, its #28 holding.
- Sigma Investment Counselors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- Sigma Investment Counselors's iShares Russell 2000 ETF position peaked at $15M in Q2 2021.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.