Sigma Planning »

iShares Morningstar Large Growth shares owned by Sigma Planning

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Growth 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 Morningstar Large Growth by Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 13k 84.04
2024-06-30 $1000k 12k 81.41
2024-03-31 $714k 9.5k 75.48
2023-12-31 $293k 4.3k 67.82
2023-09-30 $566k 9.5k 59.65
2023-06-30 $593k 9.5k 62.35
2023-03-31 $534k 9.7k 55.36
2022-12-31 $451k 9.3k 48.68
2022-09-30 $615k 13k 48.26
2022-06-30 $625k 13k 50.06
2022-03-31 $762k 12k 64.96
2021-12-31 $862k 12k 71.85
2021-09-30 $799k 12k 65.56
2021-06-30 $705k 11k 64.74
2021-03-31 $617k 2.1k 288.59
2020-12-31 $701k 2.4k 290.03
2020-09-30 $621k 2.3k 267.56
2020-06-30 $519k 2.2k 234.52
2020-03-31 $1.8M 9.8k 185.77
2019-12-31 $384k 1.8k 210.07
2019-09-30 $4.3M 22k 191.43
2019-06-30 $285k 1.5k 192.05
2019-03-31 $267k 1.5k 183.00
2018-12-31 $225k 1.4k 158.45
2018-09-30 $255k 1.4k 186.00
2018-06-30 $279k 1.6k 174.70
2018-03-31 $249k 1.5k 163.60
2017-12-31 $238k 1.5k 156.58
2017-09-30 $256k 1.7k 146.45
2015-09-30 $327k 2.9k 111.99
2015-06-30 $436k 3.7k 118.77
2015-03-31 $387k 3.3k 118.31
2014-12-31 $370k 3.3k 113.12