iShares Morningstar Large Value shares owned by Sigma Planning
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.9M | 53k | 93.14 |
| 2017-09-30 | $342k | 3.4k | 99.62 |
| 2017-06-30 | $328k | 3.4k | 95.88 |
| 2017-03-31 | $325k | 3.4k | 96.13 |
| 2016-12-31 | $318k | 3.4k | 94.19 |
| 2016-09-30 | $292k | 3.3k | 88.16 |
| 2016-06-30 | $287k | 3.3k | 86.81 |
| 2016-03-31 | $213k | 2.5k | 83.86 |
| 2015-12-31 | $216k | 2.6k | 81.79 |
| 2015-09-30 | $330k | 4.3k | 77.28 |
| 2015-06-30 | $432k | 5.1k | 83.90 |
| 2015-03-31 | $431k | 5.1k | 83.71 |
| 2014-12-31 | $444k | 5.1k | 86.23 |
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