Sigma Investment Counselors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$347K	Hold	880	–	–	0.02%	168
2026 Q1	$276K	Hold	880	–	–	0.01%	171
2025 Q4	$284K	Hold	880	–	–	0.01%	174
2025 Q3	$282K	Hold	880	–	–	0.01%	173
2025 Q2	$252K	Hold	880	–	–	0.01%	181
2025 Q1	$225K	Sell	880 -36	-4%	-$10.2K	0.01%	179
2024 Q4	$264K	Hold	916	–	–	0.02%	175
2024 Q3	$260K	Hold	916	–	–	0.02%	176
2024 Q2	$240K	Hold	916	–	–	0.02%	175
2024 Q1	$248K	Hold	916	–	–	0.02%	178
2023 Q4	$231K	Hold	916	–	–	0.02%	181
2023 Q3	$205K	Hold	916	–	–	0.02%	189
2023 Q2	$222K	Hold	916	–	–	0.02%	179
2023 Q1	$208K	Sell	916 -673	-42%	-$154K	0.02%	186
2022 Q4	$341K	Hold	1,589	–	–	0.03%	145
2022 Q3	$328K	Hold	1,589	–	–	0.03%	141
2022 Q2	$328K	Hold	1,589	–	–	0.03%	143
2022 Q1	$406K	Hold	1,589	–	–	0.03%	139
2021 Q4	$466K	Hold	1,589	–	–	0.03%	134
2021 Q3	$467K	Hold	1,589	–	–	0.03%	130
2021 Q2	$495K	Sell	1,589 -40	-2%	-$12K	0.04%	126
2021 Q1	$490K	Sell	1,629 -75	-4%	-$23.3K	0.04%	125
2020 Q4	$489K	Buy	1,704 +76	+5%	+$19.4K	0.04%	119
2020 Q3	$361K	Buy	1,628 +454	+39%	+$99.4K	0.07%	103
2020 Q2	$243K	Buy	+1,174	New	+$220K	0.03%	139
2020 Q1	–	Sell	-1,204	Closed	-$258K	–	151
2019 Q4	$258K	Hold	1,204	–	–	0.03%	138
2019 Q3	$232K	Hold	1,204	–	–	0.03%	141
2019 Q2	$242K	Hold	1,204	–	–	0.03%	143
2019 Q1	$237K	Hold	1,204	–	–	0.03%	136
2018 Q4	$202K	Hold	1,204	–	–	0.03%	142
2018 Q3	$259K	Hold	1,204	–	–	0.03%	126
2018 Q2	$246K	Hold	1,204	–	–	0.03%	123
2018 Q1	$229K	Hold	1,204	–	–	0.03%	119
2017 Q4	$225K	Buy	1,204 +36	+3%	+$6.57K	0.03%	117
2017 Q3	$209K	Buy	+1,168	New	+$198K	0.03%	131

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Sigma Investment Counselors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 880 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #168.

Sigma Investment Counselors first reported a position in IWO in Q3 2017 and has held it in 35 quarters since. The position peaked at $495K in Q2 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Sigma Investment Counselors held 880 shares of iShares Russell 2000 Growth ETF worth $347K as of Q2 2026.
Sigma Investment Counselors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Sigma Investment Counselors's portfolio in Q2 2026, its #168 holding.
Sigma Investment Counselors first reported a position in iShares Russell 2000 Growth ETF in Q3 2017 and has held it in 35 quarters since.
Sigma Investment Counselors's iShares Russell 2000 Growth ETF position peaked at $495K in Q2 2021.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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