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iShares S&P MidCap 400 Growth shares owned by Sigma Planning

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

Historical chart of Sigma Planning investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth 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 Growth by Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 31k 95.89
2025-06-30 $3.0M 33k 90.98
2025-03-31 $3.5M 42k 83.28
2024-12-31 $5.1M 56k 90.93
2024-09-30 $5.1M 56k 91.93
2024-06-30 $5.7M 65k 88.11
2024-03-31 $5.9M 65k 91.25
2023-12-31 $2.1M 27k 79.22
2023-09-30 $4.6M 63k 72.24
2023-06-30 $3.6M 48k 75.00
2023-03-31 $3.7M 52k 71.51
2022-12-31 $2.4M 35k 68.30
2022-09-30 $2.3M 37k 63.01
2022-06-30 $2.5M 39k 63.73
2022-03-31 $3.2M 41k 77.28
2021-12-31 $4.7M 55k 85.27
2021-09-30 $5.2M 65k 79.20
2021-06-30 $5.9M 73k 80.93
2021-03-31 $5.6M 72k 78.37
2020-12-31 $8.7M 120k 72.22
2020-09-30 $6.0M 25k 239.20
2020-06-30 $4.1M 18k 224.01
2020-03-31 $2.1M 12k 178.46
2019-12-31 $3.9M 16k 238.15
2019-09-30 $5.4M 24k 223.87
2019-06-30 $7.7M 34k 226.27
2019-03-31 $8.4M 38k 219.10
2018-12-31 $9.1M 47k 191.24
2018-09-30 $12M 51k 232.94
2018-06-30 $16M 70k 224.78
2018-03-31 $12M 54k 218.33
2017-12-31 $5.5M 26k 215.84
2017-09-30 $5.1M 25k 202.35
2017-06-30 $3.4M 17k 196.60
2017-03-31 $3.3M 17k 190.93
2016-12-31 $2.5M 14k 182.21
2016-09-30 $3.8M 22k 174.73
2016-06-30 $1.4M 8.5k 169.15
2016-03-31 $6.3M 39k 162.62
2015-12-31 $6.7M 41k 160.96
2015-09-30 $6.4M 41k 157.10
2015-06-30 $5.2M 31k 169.51
2015-03-31 $2.0M 12k 171.50
2014-12-31 $1.2M 7.3k 159.67

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
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NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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 S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth