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iShares S&P MidCap 400 Value Index shares owned by Sigma Investment Counselors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Sigma Investment Counselors from 13F filings

Historical chart of Sigma Investment Counselors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 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 S&P MidCap 400 Value Index by Sigma Investment Counselors

Quarter filed Position value Share count Share price at filing
2024-03-31 $507k 4.3k 118.29
2023-12-31 $489k 4.3k 114.04
2023-09-30 $449k 4.4k 100.93
2023-06-30 $476k 4.4k 107.13
2023-03-31 $436k 4.2k 102.77
2022-12-31 $439k 4.4k 100.80
2022-09-30 $408k 4.5k 89.97
2022-06-30 $428k 4.5k 94.38
2022-03-31 $497k 4.5k 109.59
2021-12-31 $494k 4.5k 110.76
2021-09-30 $511k 5.0k 103.02
2021-06-30 $522k 5.0k 105.24
2021-03-31 $553k 5.4k 101.84
2020-12-31 $469k 5.4k 86.37
2020-06-30 $223k 1.7k 132.74
2019-12-31 $307k 1.8k 170.56
2019-09-30 $282k 1.8k 159.77
2019-06-30 $262k 1.6k 159.27
2019-03-31 $258k 1.6k 156.84
2018-12-31 $228k 1.6k 138.60
2018-09-30 $275k 1.6k 167.17
2018-06-30 $267k 1.6k 162.31
2018-03-31 $254k 1.6k 154.41
2017-12-31 $263k 1.6k 159.88
2017-09-30 $251k 1.6k 152.58
2017-06-30 $226k 1.5k 148.68
2017-03-31 $226k 1.5k 148.68
2016-12-31 $221k 1.5k 145.39
2016-09-30 $222k 1.7k 132.93
2016-06-30 $223k 1.7k 127.79
2016-03-31 $216k 1.7k 123.78
2015-12-31 $231k 2.0k 117.26
2015-09-30 $227k 2.0k 115.23
2015-06-30 $254k 2.0k 128.93
2015-03-31 $258k 2.0k 130.96
2014-12-31 $211k 1.7k 127.88

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)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Sigma Investment Counselors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Raymond James & Associates
Cullen Frost Bankers
Northern Trust
Northwestern Mutual Wealth Management Company
Evensky & Katz

View all funds holding iShares S&P MidCap 400 Value Index