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Ishares Tr shares owned by Sigma Planning

Quarter-by-quarter ownership of Ishares Tr (IBIC) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in Ishares Tr

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All positions including Ishares Tr held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $456k 18k 25.93
2025-06-30 $463k 18k 25.96
2025-03-31 $655k 25k 25.98

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Ishares Tr Core S&p500 Etf (IVV)
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Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sigma Planning

Top funds holding Ishares Tr

Quantum Financial Advisors
High Note Wealth
Addison Advisors
BlackRock
Citadel Advisors
Central Trust & Investment
Creative Planning
Jane Street
Susquehanna International
Sigma Planning
Ark & Tlk Investments
MKT Advisors
LPL Financial
Jim Saulnier & Associates
Austin Private Wealth

View all funds holding Ishares Tr