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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
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)
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 Growth

Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
Raymond James & Associates
D.A. Davidson & Co.
Jpmorgan Chase & Co
USA Financial Portformulas
Main Management
Commonwealth Equity Services
Midland Wealth Advisors
MAI Wealth Advisors

View all funds holding iShares S&P MidCap 400 Growth