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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

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Sigma Planning

Quarter filed Position value Share count Share price at filing
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)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Div Grwth (DGRO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Abbvie (ABBV)

View all positions for Sigma Planning

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Bank of New York Mellon
Cullen Frost Bankers
Midland Wealth Advisors
Royal Bank of Canada
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

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