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iShares Russell Midcap Value Index shares owned by Sigma Investment Counselors

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $214k 1.8k 120.77
2024-03-31 $216k 1.7k 125.36
2023-12-31 $200k 1.7k 116.32
2023-06-30 $263k 2.4k 109.86
2023-03-31 $712k 6.7k 106.21
2022-12-31 $211k 2.0k 105.36
2022-03-31 $221k 1.8k 119.65
2021-12-31 $226k 1.8k 122.36
2021-09-30 $209k 1.8k 113.16
2021-06-30 $212k 1.8k 114.78
2021-03-31 $221k 2.0k 109.57
2020-12-31 $222k 2.3k 96.86
2019-12-31 $306k 3.2k 94.65
2019-09-30 $224k 2.5k 89.56
2016-12-31 $213k 2.7k 80.26