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iShares Russell 3000 Value Index shares owned by Sigma Planning

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Value Index by Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 113k 90.44
2023-12-31 $3.5M 42k 84.33
2023-09-30 $9.1M 122k 74.62
2023-06-30 $9.7M 124k 78.26
2023-03-31 $9.2M 124k 73.78
2022-12-31 $9.3M 132k 70.63
2022-09-30 $7.7M 123k 62.61
2022-06-30 $8.8M 132k 66.88
2022-03-31 $9.5M 126k 75.87
2021-12-31 $9.0M 118k 76.34
2021-09-30 $6.8M 96k 70.88
2021-06-30 $6.6M 92k 71.96
2021-03-31 $6.0M 88k 68.90
2020-12-31 $3.9M 63k 62.19
2020-09-30 $2.2M 41k 54.28
2020-06-30 $1.7M 33k 52.25
2020-03-31 $1.6M 34k 46.19
2019-12-31 $2.9M 46k 63.01
2019-09-30 $3.2M 56k 57.81
2019-06-30 $2.2M 40k 56.65
2019-03-31 $2.3M 43k 54.83
2018-12-31 $1.7M 35k 49.08
2018-09-30 $2.1M 37k 56.38
2018-06-30 $1.4M 26k 53.68
2018-03-31 $1.9M 35k 53.13
2017-12-31 $1.5M 27k 55.42
2017-09-30 $14M 258k 52.35
2017-06-30 $6.6M 130k 50.94
2017-03-31 $1.7M 34k 50.49
2016-12-31 $9.5M 193k 49.14
2016-09-30 $654k 14k 46.12
2016-06-30 $1.1M 8.3k 134.30