SIC
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return