iShares Russell Midcap Value Index shares owned by Sigma Planning
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 22k | 139.67 |
| 2025-06-30 | $2.8M | 21k | 132.14 |
| 2025-03-31 | $2.7M | 22k | 125.97 |
| 2024-12-31 | $2.5M | 19k | 129.34 |
| 2024-09-30 | $2.4M | 18k | 132.25 |
| 2024-06-30 | $2.0M | 17k | 120.74 |
| 2024-03-31 | $2.0M | 16k | 125.34 |
| 2023-12-31 | $789k | 6.8k | 116.30 |
| 2023-09-30 | $1.5M | 14k | 104.35 |
| 2023-06-30 | $1.4M | 13k | 109.84 |
| 2023-03-31 | $2.1M | 20k | 106.20 |
| 2022-12-31 | $2.5M | 24k | 105.34 |
| 2022-09-30 | $2.3M | 24k | 96.06 |
| 2022-06-30 | $2.5M | 25k | 101.57 |
| 2022-03-31 | $3.0M | 25k | 119.62 |
| 2021-12-31 | $2.2M | 18k | 122.38 |
| 2021-09-30 | $1.9M | 17k | 113.28 |
| 2021-06-30 | $2.0M | 17k | 114.96 |
| 2021-03-31 | $1.9M | 17k | 109.29 |
| 2020-12-31 | $1.8M | 19k | 96.94 |
| 2020-09-30 | $1.5M | 19k | 80.86 |
| 2020-06-30 | $1.4M | 19k | 76.52 |
| 2020-03-31 | $1.1M | 18k | 64.12 |
| 2019-12-31 | $1.7M | 18k | 94.77 |
| 2019-09-30 | $1.6M | 18k | 89.70 |
| 2019-06-30 | $1.4M | 16k | 89.16 |
| 2019-03-31 | $1.7M | 20k | 86.86 |
| 2018-12-31 | $1.4M | 18k | 76.35 |
| 2018-09-30 | $1.5M | 17k | 90.26 |
| 2018-06-30 | $1.5M | 17k | 88.50 |
| 2018-03-31 | $1.3M | 15k | 86.44 |
| 2017-12-31 | $1.1M | 13k | 89.18 |
| 2017-09-30 | $1.1M | 13k | 84.97 |
| 2017-06-30 | $1.1M | 13k | 84.08 |
| 2017-03-31 | $1.2M | 15k | 82.97 |
| 2016-12-31 | $831k | 10k | 80.39 |
| 2016-09-30 | $746k | 9.7k | 76.82 |
| 2016-06-30 | $667k | 9.0k | 74.33 |
| 2016-03-31 | $491k | 6.9k | 70.99 |
| 2015-12-31 | $746k | 11k | 68.65 |
| 2015-09-30 | $744k | 11k | 67.13 |
| 2015-06-30 | $531k | 7.2k | 73.70 |
| 2015-03-31 | $475k | 6.3k | 75.28 |
| 2014-12-31 | $365k | 4.9k | 73.78 |
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