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iShares S&P SmallCap 600 Value Idx shares owned by Sigma Planning

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx 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 SmallCap 600 Value Idx by Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 51k 110.59
2025-06-30 $5.0M 50k 99.49
2025-03-31 $4.8M 50k 97.48
2024-12-31 $5.4M 50k 108.61
2024-09-30 $5.4M 50k 107.66
2024-06-30 $5.1M 52k 97.27
2024-03-31 $5.8M 56k 102.76
2023-12-31 $2.2M 21k 103.07
2023-09-30 $5.0M 56k 89.22
2023-06-30 $5.9M 62k 95.09
2023-03-31 $6.3M 67k 93.59
2022-12-31 $7.3M 80k 91.31
2022-09-30 $6.8M 83k 82.45
2022-06-30 $7.3M 82k 89.03
2022-03-31 $8.1M 80k 102.38
2021-12-31 $7.5M 72k 104.49
2021-09-30 $8.5M 84k 100.67
2021-06-30 $12M 109k 105.43
2021-03-31 $12M 123k 100.74
2020-12-31 $4.9M 60k 81.31
2020-09-30 $3.2M 26k 122.41
2020-06-30 $3.4M 29k 120.38
2020-03-31 $3.1M 31k 99.93
2019-12-31 $5.3M 33k 160.81
2019-09-30 $6.5M 43k 150.19
2019-06-30 $6.3M 43k 148.61
2019-03-31 $7.4M 50k 147.53
2018-12-31 $6.5M 49k 131.86
2018-09-30 $18M 105k 166.93
2018-06-30 $12M 74k 163.27
2018-03-31 $8.2M 54k 150.84
2017-12-31 $8.0M 52k 153.58
2017-09-30 $5.8M 39k 148.30
2017-06-30 $5.2M 37k 139.81
2017-03-31 $7.2M 52k 138.66
2016-12-31 $5.4M 39k 140.01
2016-09-30 $4.9M 39k 124.80
2016-06-30 $2.9M 25k 116.85
2016-03-31 $1.7M 15k 113.32
2015-12-31 $1.6M 15k 108.18
2015-09-30 $3.8M 36k 104.78
2015-06-30 $2.7M 23k 117.74
2015-03-31 $2.1M 18k 118.90
2014-12-31 $1.1M 9.0k 117.99

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
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 SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P SmallCap 600 Value Idx