Sigma Investment Counselors »

iShares Russell Midcap Index Fund shares owned by Sigma Investment Counselors

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Sigma Investment Counselors from 13F filings

Historical chart of Sigma Investment Counselors investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund held by Sigma Investment Counselors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by Sigma Investment Counselors

Quarter filed Position value Share count Share price at filing
2024-06-30 $22M 269k 81.08
2024-03-31 $23M 271k 84.09
2023-12-31 $22M 277k 77.73
2023-09-30 $20M 286k 69.25
2023-06-30 $21M 284k 73.03
2023-03-31 $20M 280k 69.92
2022-12-31 $19M 288k 67.45
2022-09-30 $18M 289k 62.15
2022-06-30 $18M 280k 64.66
2022-03-31 $20M 254k 78.04
2021-12-31 $21M 258k 83.01
2021-09-30 $20M 258k 78.22
2021-06-30 $20M 254k 79.24
2021-03-31 $19M 254k 73.93
2020-12-31 $18M 258k 68.55
2020-09-30 $6.5M 113k 57.38
2020-06-30 $14M 265k 53.60
2020-03-31 $9.6M 222k 43.17
2019-12-31 $9.1M 152k 59.62
2019-09-30 $8.6M 153k 55.95
2019-06-30 $8.6M 154k 55.87
2019-03-31 $8.5M 158k 53.95
2018-12-31 $7.3M 158k 46.48
2018-09-30 $2.7M 12k 220.48
2018-06-30 $2.6M 13k 212.17
2018-03-31 $2.7M 13k 206.47
2017-12-31 $2.8M 14k 208.16
2017-09-30 $2.9M 15k 197.13
2017-06-30 $2.9M 15k 192.12
2017-03-31 $3.0M 16k 187.21
2016-12-31 $3.1M 17k 178.84
2016-09-30 $3.1M 18k 174.30
2016-06-30 $3.0M 18k 168.17
2016-03-31 $3.1M 19k 162.92
2015-12-31 $2.6M 16k 160.16
2015-09-30 $2.4M 15k 155.55
2015-06-30 $2.3M 14k 170.28
2015-03-31 $2.4M 14k 173.13
2014-12-31 $2.3M 14k 167.07
2014-09-30 $2.3M 14k 158.31
2014-06-30 $2.4M 15k 162.56
2014-03-31 $2.4M 16k 154.77
2013-12-31 $2.4M 16k 149.95
2013-09-30 $2.8M 20k 139.08
2013-06-30 $2.7M 21k 129.89
2013-03-31 $2.6M 21k 127.27
2012-12-31 $3.5M 31k 113.10
2012-09-30 $3.5M 31k 110.74
2012-06-30 $3.2M 30k 105.35
2012-03-31 $3.4M 31k 110.72
2011-12-31 $3.1M 31k 98.42
2011-09-30 $3.0M 34k 88.26
2011-06-30 $3.8M 35k 109.34
2011-03-31 $3.9M 36k 109.00

More positions owned by Sigma Investment Counselors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ibonds Dec 2030 (IBDV)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec25 Etf (IBDQ)

View all positions for Sigma Investment Counselors

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group

View all funds holding iShares Russell Midcap Index Fund