iShares Morningstar Mid Growth Idx shares owned by Sigma Planning
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 126k | 82.73 |
| 2025-06-30 | $11M | 132k | 80.23 |
| 2025-03-31 | $9.2M | 129k | 71.43 |
| 2024-12-31 | $10M | 132k | 75.53 |
| 2024-09-30 | $8.7M | 119k | 72.97 |
| 2024-06-30 | $6.0M | 89k | 67.75 |
| 2024-03-31 | $6.1M | 87k | 70.68 |
| 2023-12-31 | $2.5M | 38k | 64.45 |
| 2023-09-30 | $4.6M | 81k | 57.13 |
| 2023-06-30 | $4.1M | 68k | 60.94 |
| 2023-03-31 | $2.9M | 51k | 57.56 |
| 2022-12-31 | $1.4M | 26k | 53.88 |
| 2022-09-30 | $614k | 12k | 50.39 |
| 2022-06-30 | $1.0M | 19k | 51.94 |
| 2022-03-31 | $1.2M | 19k | 64.28 |
| 2021-12-31 | $849k | 12k | 73.22 |
| 2021-09-30 | $813k | 12k | 68.89 |
| 2021-06-30 | $818k | 12k | 68.87 |
| 2021-03-31 | $5.3M | 14k | 378.15 |
| 2020-12-31 | $6.9M | 18k | 382.47 |
| 2020-09-30 | $3.9M | 12k | 320.47 |
| 2020-06-30 | $1.9M | 6.3k | 293.26 |
| 2020-03-31 | $321k | 1.5k | 218.07 |
| 2019-12-31 | $448k | 1.7k | 263.07 |
| 2019-09-30 | $415k | 1.7k | 243.69 |
| 2019-06-30 | $429k | 1.7k | 251.76 |
| 2019-03-31 | $411k | 1.7k | 235.40 |
| 2018-12-31 | $339k | 1.7k | 194.16 |
| 2018-09-30 | $415k | 1.8k | 235.80 |
| 2018-06-30 | $377k | 1.7k | 218.80 |
| 2018-03-31 | $355k | 1.7k | 209.56 |
| 2017-12-31 | $343k | 1.7k | 202.48 |
| 2017-09-30 | $369k | 1.9k | 189.81 |
| 2017-06-30 | $370k | 2.0k | 182.90 |
| 2017-03-31 | $352k | 2.0k | 174.00 |
| 2016-12-31 | $328k | 2.0k | 162.14 |
| 2016-09-30 | $562k | 3.4k | 162.99 |
| 2016-06-30 | $511k | 3.3k | 155.89 |
| 2016-03-31 | $540k | 3.5k | 152.33 |
| 2015-12-31 | $548k | 3.5k | 154.58 |
| 2015-09-30 | $531k | 3.5k | 149.79 |
| 2015-06-30 | $601k | 3.7k | 164.66 |
| 2015-03-31 | $610k | 3.7k | 167.12 |
| 2014-12-31 | $589k | 3.8k | 156.61 |
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