Sigma Investment Counselors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$255K	Hold	1,741	–	–	0.01%	195
2026 Q1	$223K	Hold	1,741	–	–	0.01%	188
2025 Q4	$238K	Hold	1,741	–	–	0.01%	191
2025 Q3	$248K	Hold	1,741	–	–	0.01%	185
2025 Q2	$241K	Hold	1,741	–	–	0.01%	185
2025 Q1	$205K	Hold	1,741	–	–	0.01%	185
2024 Q4	$221K	Hold	1,741	–	–	0.01%	188
2024 Q3	$204K	Buy	+1,741	New	+$195K	0.01%	195
2021 Q1	–	Sell	-2,184	Closed	-$224K	–	182
2020 Q4	$224K	Buy	+2,184	New	+$208K	0.02%	161
2017 Q1	–	Sell	-4,256	Closed	-$207K	–	137
2016 Q4	$207K	Buy	+4,256	New	+$205K	0.03%	122

Other funds holding IWP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Sigma Investment Counselors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,741 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #195.

Sigma Investment Counselors first reported a position in IWP in Q4 2016 and has held it in 10 quarters since. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Sigma Investment Counselors held 1,741 shares of iShares Russell Mid-Cap Growth ETF worth $255K as of Q2 2026.
Sigma Investment Counselors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Sigma Investment Counselors's portfolio in Q2 2026, its #195 holding.
Sigma Investment Counselors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 10 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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