Sigma Planning »

iShares S&P MidCap 400 Value Index shares owned by Sigma Planning

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning 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 Planning 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 Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 22k 123.62
2024-06-30 $2.6M 23k 113.46
2024-03-31 $3.4M 29k 118.29
2023-12-31 $1.3M 11k 114.04
2023-09-30 $2.7M 27k 100.93
2023-06-30 $3.2M 30k 107.13
2023-03-31 $3.6M 35k 102.77
2022-12-31 $3.7M 37k 100.80
2022-09-30 $2.4M 27k 90.00
2022-06-30 $2.6M 28k 94.42
2022-03-31 $3.1M 28k 109.65
2021-12-31 $6.0M 54k 110.68
2021-09-30 $6.1M 59k 103.04
2021-06-30 $8.5M 80k 105.35
2021-03-31 $11M 107k 101.93
2020-12-31 $1.8M 21k 86.29
2020-09-30 $1.4M 11k 134.83
2020-06-30 $1.6M 12k 132.94
2020-03-31 $1.5M 14k 109.78
2019-12-31 $2.6M 15k 170.76
2019-09-30 $4.2M 27k 159.88
2019-06-30 $4.2M 26k 159.48
2019-03-31 $7.5M 48k 156.97
2018-12-31 $4.7M 34k 138.35
2018-09-30 $5.3M 32k 167.35
2018-06-30 $5.1M 31k 162.04
2018-03-31 $4.4M 29k 154.50
2017-12-31 $4.6M 29k 160.11
2017-09-30 $4.0M 26k 152.75
2017-06-30 $3.5M 24k 148.53
2017-03-31 $4.2M 28k 148.47
2016-12-31 $2.2M 15k 145.19
2016-09-30 $3.5M 27k 132.99
2016-06-30 $1.0M 7.9k 128.00
2016-03-31 $985k 7.9k 124.09
2015-12-31 $788k 6.7k 117.17
2015-09-30 $756k 6.6k 115.37
2015-06-30 $894k 6.9k 128.99
2015-03-31 $1.0M 7.9k 130.89
2014-12-31 $910k 7.1k 127.79

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Sigma Planning

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