Sigma Investment Counselors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-06-30 $459k 4.0k 113.46
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)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ibonds Dec 2030 (IBDV)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec25 Etf (IBDQ)

View all positions for Sigma Investment Counselors

Top funds holding iShares S&P MidCap 400 Value Index

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

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