iShares Russell Midcap Index Fund shares owned by Sigma Planning
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.1M | 32k | 96.27 |
| 2025-09-30 | $2.8M | 30k | 96.55 |
| 2025-06-30 | $2.8M | 30k | 91.97 |
| 2025-03-31 | $2.3M | 27k | 85.07 |
| 2024-12-31 | $2.0M | 23k | 88.40 |
| 2024-09-30 | $2.4M | 27k | 88.14 |
| 2024-06-30 | $2.3M | 28k | 81.08 |
| 2024-03-31 | $2.4M | 28k | 84.09 |
| 2023-12-31 | $894k | 12k | 77.73 |
| 2023-09-30 | $2.0M | 28k | 69.25 |
| 2023-06-30 | $2.0M | 27k | 73.03 |
| 2023-03-31 | $2.2M | 31k | 69.92 |
| 2022-12-31 | $2.2M | 33k | 67.45 |
| 2022-09-30 | $2.4M | 39k | 62.16 |
| 2022-06-30 | $2.5M | 39k | 64.67 |
| 2022-03-31 | $2.9M | 38k | 78.05 |
| 2021-12-31 | $3.3M | 40k | 83.02 |
| 2021-09-30 | $3.0M | 38k | 78.22 |
| 2021-06-30 | $2.5M | 32k | 79.23 |
| 2021-03-31 | $2.4M | 32k | 73.93 |
| 2020-12-31 | $2.5M | 36k | 68.54 |
| 2020-09-30 | $2.0M | 35k | 57.38 |
| 2020-06-30 | $2.0M | 37k | 53.60 |
| 2020-03-31 | $1.6M | 38k | 43.17 |
| 2019-12-31 | $1.8M | 30k | 59.63 |
| 2019-09-30 | $1.7M | 30k | 55.96 |
| 2019-06-30 | $1.6M | 29k | 55.87 |
| 2019-03-31 | $1.7M | 31k | 53.97 |
| 2018-12-31 | $2.1M | 45k | 46.49 |
| 2018-09-30 | $2.3M | 11k | 220.55 |
| 2018-06-30 | $2.3M | 11k | 212.13 |
| 2018-03-31 | $2.2M | 11k | 206.49 |
| 2017-12-31 | $1.2M | 5.6k | 208.07 |
| 2017-09-30 | $1.0M | 5.1k | 197.26 |
| 2017-06-30 | $985k | 5.1k | 192.12 |
| 2017-03-31 | $920k | 4.9k | 187.30 |
| 2016-12-31 | $819k | 4.6k | 178.90 |
| 2016-09-30 | $819k | 4.7k | 174.37 |
| 2016-06-30 | $674k | 4.0k | 168.33 |
| 2016-03-31 | $651k | 4.0k | 163.04 |
| 2015-12-31 | $648k | 4.0k | 160.28 |
| 2015-09-30 | $606k | 3.9k | 155.54 |
| 2015-06-30 | $607k | 3.6k | 170.41 |
| 2015-03-31 | $401k | 2.3k | 173.14 |
| 2014-12-31 | $309k | 1.8k | 167.12 |
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