iShares Morningstar Small Value shares owned by Sigma Planning
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $261k | 4.4k | 59.21 |
| 2023-09-30 | $231k | 4.5k | 51.78 |
| 2023-06-30 | $241k | 4.5k | 54.02 |
| 2023-03-31 | $316k | 6.1k | 52.17 |
| 2022-12-31 | $316k | 6.1k | 52.06 |
| 2022-09-30 | $299k | 6.3k | 47.54 |
| 2022-06-30 | $360k | 7.2k | 50.29 |
| 2022-03-31 | $421k | 7.2k | 58.77 |
| 2021-12-31 | $458k | 7.7k | 59.40 |
| 2021-09-30 | $439k | 7.7k | 56.86 |
| 2021-06-30 | $417k | 7.1k | 58.77 |
| 2019-12-31 | $236k | 1.6k | 143.64 |
| 2019-09-30 | $221k | 1.7k | 133.86 |
| 2019-06-30 | $269k | 2.0k | 136.97 |
| 2019-03-31 | $343k | 2.5k | 138.03 |
| 2018-12-31 | $309k | 2.5k | 123.35 |
| 2018-09-30 | $385k | 2.5k | 153.69 |
| 2018-06-30 | $305k | 2.0k | 152.58 |
| 2018-03-31 | $289k | 2.0k | 143.14 |
| 2017-12-31 | $289k | 1.9k | 152.51 |
| 2017-09-30 | $319k | 2.2k | 146.73 |
| 2017-06-30 | $213k | 1.5k | 141.15 |
| 2017-03-31 | $225k | 1.6k | 143.95 |
| 2016-12-31 | $223k | 1.6k | 142.67 |
| 2016-09-30 | $204k | 1.6k | 130.60 |
| 2015-06-30 | $351k | 2.8k | 125.90 |
| 2015-03-31 | $365k | 2.8k | 131.29 |
| 2014-12-31 | $250k | 1.9k | 128.87 |
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