Sigma Investment Counselors »

iShares S&P 500 Index shares owned by Sigma Investment Counselors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sigma Investment Counselors from 13F filings

Historical chart of Sigma Investment Counselors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index 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 S&P 500 Index by Sigma Investment Counselors

Quarter filed Position value Share count Share price at filing
2024-03-31 $332M 631k 525.73
2023-12-31 $304M 637k 477.63
2023-09-30 $280M 652k 429.43
2023-06-30 $288M 646k 445.71
2023-03-31 $264M 642k 411.08
2022-12-31 $241M 627k 384.21
2022-09-30 $229M 638k 358.65
2022-06-30 $238M 628k 379.15
2022-03-31 $282M 621k 453.69
2021-12-31 $292M 611k 476.99
2021-09-30 $264M 613k 430.82
2021-06-30 $263M 611k 429.92
2021-03-31 $242M 608k 397.82
2020-12-31 $230M 614k 375.39
2020-09-30 $107M 319k 336.06
2020-06-30 $193M 623k 309.69
2020-03-31 $155M 600k 258.40
2019-12-31 $193M 597k 323.24
2019-09-30 $176M 589k 298.52
2019-06-30 $167M 566k 294.75
2019-03-31 $159M 559k 284.56
2018-12-31 $139M 551k 251.61
2018-09-30 $160M 545k 292.73
2018-06-30 $146M 535k 273.05
2018-03-31 $140M 528k 265.37
2017-12-31 $145M 539k 268.85
2017-09-30 $137M 542k 252.93
2017-06-30 $127M 520k 243.41
2017-03-31 $121M 510k 237.27
2016-12-31 $119M 530k 224.99
2016-09-30 $114M 524k 217.56
2016-06-30 $111M 525k 210.50
2016-03-31 $109M 525k 206.65
2015-12-31 $107M 521k 204.87
2015-09-30 $99M 512k 192.71
2015-06-30 $104M 504k 207.22
2015-03-31 $107M 516k 207.83
2014-12-31 $102M 492k 206.87
2014-09-30 $96M 485k 198.26
2014-06-30 $95M 480k 197.00
2014-03-31 $92M 488k 188.14
2013-12-31 $85M 458k 185.65
2013-09-30 $76M 451k 168.90
2013-06-30 $70M 436k 160.88
2013-03-31 $65M 413k 157.36
2012-12-31 $58M 407k 143.14
2012-09-30 $54M 376k 144.40
2012-06-30 $47M 347k 136.75
2012-03-31 $49M 344k 141.21
2011-12-31 $43M 344k 125.96
2011-09-30 $41M 357k 113.69
2011-06-30 $47M 355k 132.42
2011-03-31 $46M 345k 133.01