iShares S&P 500 Value Index shares owned by Sigma Planning
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $22M | 118k | 186.81 |
| 2023-12-31 | $8.3M | 48k | 173.89 |
| 2023-09-30 | $16M | 104k | 153.84 |
| 2023-06-30 | $17M | 108k | 161.19 |
| 2023-03-31 | $17M | 114k | 151.76 |
| 2022-12-31 | $17M | 117k | 145.07 |
| 2022-09-30 | $14M | 108k | 128.52 |
| 2022-06-30 | $14M | 105k | 137.46 |
| 2022-03-31 | $17M | 109k | 155.72 |
| 2021-12-31 | $28M | 176k | 156.63 |
| 2021-09-30 | $24M | 166k | 145.42 |
| 2021-06-30 | $24M | 161k | 147.64 |
| 2021-03-31 | $22M | 153k | 141.24 |
| 2020-12-31 | $19M | 146k | 128.02 |
| 2020-09-30 | $18M | 159k | 112.45 |
| 2020-06-30 | $15M | 143k | 108.21 |
| 2020-03-31 | $15M | 151k | 96.25 |
| 2019-12-31 | $25M | 189k | 130.09 |
| 2019-09-30 | $20M | 168k | 119.14 |
| 2019-06-30 | $13M | 108k | 116.57 |
| 2019-03-31 | $17M | 153k | 112.74 |
| 2018-12-31 | $15M | 144k | 101.14 |
| 2018-09-30 | $15M | 125k | 115.84 |
| 2018-06-30 | $12M | 109k | 110.13 |
| 2018-03-31 | $12M | 113k | 109.34 |
| 2017-12-31 | $13M | 114k | 114.24 |
| 2017-09-30 | $6.9M | 64k | 107.91 |
| 2017-06-30 | $6.0M | 57k | 104.95 |
| 2017-03-31 | $6.1M | 59k | 104.04 |
| 2016-12-31 | $5.3M | 52k | 101.39 |
| 2016-09-30 | $3.6M | 38k | 94.96 |
| 2016-06-30 | $3.5M | 37k | 92.90 |
| 2016-03-31 | $2.5M | 28k | 89.92 |
| 2015-12-31 | $1.7M | 19k | 88.54 |
| 2015-09-30 | $1.6M | 19k | 84.06 |
| 2015-06-30 | $1.6M | 17k | 92.19 |
| 2015-03-31 | $1.6M | 18k | 92.58 |
| 2014-12-31 | $2.8M | 30k | 93.77 |