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SIGMA INVESTMENT COUNSELORS INC Historic Quarter Change: USA ETF, Reduced

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SIGMA INVESTMENT COUNSELORS INC historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, SIGMA INVESTMENT COUNSELORS INC opened 96 positions, added to 590, reduced 548 and sold out of 73.

  • Q2 2026: Stock VEA; Country of operation —; Class VAN FTSE DEV MKT; Shares before 2,257,633.
  • Q2 2026: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 1,958,083.
  • Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 586,856.
  • Q2 2026: Stock IJR; Country of operation —; Class CORE S&P SCP ETF; Shares before 556,913.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1085163), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-02); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-29); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-25); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-08); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-05); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-28); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-05); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-05); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-28); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-01); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-07); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-04); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT2,257,6332,246,838-10,795$144,669,114$160,087,204+$15,418,0902026-07-28
Q2 2026IJH
ISHARES TR		CORE S&P MCP ETF1,958,0831,897,411-60,672$132,229,342$146,309,339+$14,079,9972026-07-28
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF586,856530,151-56,705$383,340,365$397,024,482+$13,684,1172026-07-28
Q2 2026IJR
ISHARES TR		CORE S&P SCP ETF556,913538,823-18,090$69,229,861$79,912,837+$10,682,9762026-07-28
Q2 2026IWB
ISHARES TR		RUS 1000 ETF105,534103,531-2,003$37,629,360$42,395,950+$4,766,5902026-07-28
Q2 2026VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF822,212812,502-9,710$44,440,563$48,498,221+$4,057,6582026-07-28
Q2 2026QQQ
INVESCO QQQ TR		UNIT SER 125,44525,299-146$14,686,108$18,629,881+$3,943,7732026-07-28
Q2 2026VTI
VANGUARD INDEX FDS		TOTAL STK MKT51,74450,238-1,506$16,599,864$18,590,163+$1,990,2992026-07-28
Q2 2026IWM
ISHARES TR		RUSSELL 2000 ETF59,03855,246-3,792$14,641,539$16,598,699+$1,957,1602026-07-28
Q2 2026IWR
ISHARES TR		RUS MID CAP ETF260,044242,040-18,004$25,284,052$26,701,816+$1,417,7642026-07-28
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT15,93115,600-331$10,360,486$11,649,748+$1,289,2622026-07-28
Q2 2026IEMG
ISHARES INC		CORE MSCI EMKT103,77098,969-4,801$7,237,961$8,198,552+$960,5912026-07-28
Q2 2026VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP102,00893,077-8,931$8,441,199$7,692,815-$748,3842026-07-28
Q2 2026VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD55,52755,302-225$8,223,590$8,739,421+$515,8312026-07-28
Q2 2026PRF
INVESCO EXCHANGE TRADED FD T		RAFI US 1000 ETF62,58562,385-200$2,974,682$3,370,680+$395,9982026-07-28
Q2 2026SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF119,574117,063-2,511$3,065,866$3,445,157+$379,2912026-07-28
Q2 2026VCSH
VANGUARD SCOTTSDALE FDS		SHRT TRM CORP BD81,96677,547-4,419$6,497,421$6,128,525-$368,8962026-07-28
Q2 2026IEFA
ISHARES TR		CORE MSCI EAFE249,208236,645-12,563$22,560,839$22,855,142+$294,3032026-07-28
Q2 2026IBDR
ISHARES TR		IBONDS DEC20261,157,0181,146,679-10,339$28,046,119$27,784,038-$262,0812026-07-28
Q2 2026IVW
ISHARES TR		S&P 500 GRWT ETF8,8438,822-21$1,000,266$1,213,331+$213,0652026-07-28
Q2 2026TIP
ISHARES TR		TIPS BD ETF26,77125,452-1,319$2,954,448$2,785,213-$169,2352026-07-28
Q2 2026IVE
ISHARES TR		S&P 500 VAL ETF12,34612,041-305$2,606,849$2,734,020+$127,1712026-07-28
Q2 2026SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF24,89124,105-786$770,611$888,748+$118,1372026-07-28
Q2 2026IDEV
ISHARES TR		CORE MSCI INTL21,35921,341-18$1,784,972$1,899,563+$114,5912026-07-28
Q2 2026SCHA
SCHWAB STRATEGIC TR		US SML CAP ETF18,46017,341-1,119$536,826$626,543+$89,7172026-07-28
Q2 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS10,2559,047-1,208$6,127,991$6,213,383+$85,3922026-07-28
Q2 2026VBK
VANGUARD INDEX FDS		SML CP GRW ETF1,3931,384-9$421,101$506,128+$85,0272026-07-28
Q2 2026SCHF
SCHWAB STRATEGIC TR		INTL EQTY ETF31,50430,963-541$779,733$857,683+$77,9502026-07-28
Q2 2026SHYG
ISHARES TR		0-5YR HI YL CP110,238108,428-1,810$4,664,185$4,598,452-$65,7332026-07-28
Q2 2026IYW
ISHARES TR		U.S. TECH ETF1,2661,066-200$229,688$268,878+$39,1902026-07-28
Q2 2026ICF
ISHARES TR		SELECT US REIT7,9547,814-140$492,244$528,447+$36,2032026-07-28
Q2 2026SCHE
SCHWAB STRATEGIC TR		EMRG MKTEQ ETF7,9747,904-70$262,743$286,617+$23,8742026-07-28
Q2 2026BSCR
INVESCO EXCH TRD SLF IDX FD		BULSHS 2027 CB19,04018,094-946$373,661$354,914-$18,7472026-07-28
Q2 2026SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ17,69117,662-29$542,776$560,067+$17,2912026-07-28
Q2 2026IWN
ISHARES TR		RUS 2000 VAL ETF1,2571,155-102$238,315$255,486+$17,1712026-07-28
Q2 2026VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP1,1361,131-5$209,374$223,486+$14,1122026-07-28
Q2 2026BSCS
INVESCO EXCH TRD SLF IDX FD		INVSCO BLSH 2816,46015,859-601$336,163$322,969-$13,1942026-07-28
Q2 2026BSCT
INVESCO EXCH TRD SLF IDX FD		BULETSHS 202916,57315,967-606$309,259$296,588-$12,6712026-07-28
Q2 2026BSCU
INVESCO EXCH TRD SLF IDX FD		INVSCO 30 CORP23,13822,537-601$386,847$375,129-$11,7182026-07-28
Q2 2026BSCV
INVESCO EXCH TRD SLF IDX FD		BULETSHS 2031 CP18,03717,427-610$296,890$285,542-$11,3482026-07-28
Q2 2026BSCQ
INVESCO EXCH TRD SLF IDX FD		BULSHS 2026 CB20,04019,685-355$391,382$384,350-$7,0322026-07-28
Q2 2026DVY
ISHARES TR		SELECT DIVID ETF1,8451,810-35$279,352$282,903+$3,5512026-07-28

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