Sigma Planning »

iShares Russell 3000 Value Index shares owned by Sigma Planning

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index 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 Russell 3000 Value Index by Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $12M 126k 92.59
2024-09-30 $11M 118k 95.49
2024-06-30 $10M 114k 88.13
2024-03-31 $10M 113k 90.44
2023-12-31 $3.5M 42k 84.33
2023-09-30 $9.1M 122k 74.62
2023-06-30 $9.7M 124k 78.26
2023-03-31 $9.2M 124k 73.78
2022-12-31 $9.3M 132k 70.63
2022-09-30 $7.7M 123k 62.61
2022-06-30 $8.8M 132k 66.88
2022-03-31 $9.5M 126k 75.87
2021-12-31 $9.0M 118k 76.34
2021-09-30 $6.8M 96k 70.88
2021-06-30 $6.6M 92k 71.96
2021-03-31 $6.0M 88k 68.90
2020-12-31 $3.9M 63k 62.19
2020-09-30 $2.2M 41k 54.28
2020-06-30 $1.7M 33k 52.25
2020-03-31 $1.6M 34k 46.19
2019-12-31 $2.9M 46k 63.01
2019-09-30 $3.2M 56k 57.81
2019-06-30 $2.2M 40k 56.65
2019-03-31 $2.3M 43k 54.83
2018-12-31 $1.7M 35k 49.08
2018-09-30 $2.1M 37k 56.38
2018-06-30 $1.4M 26k 53.68
2018-03-31 $1.9M 35k 53.13
2017-12-31 $1.5M 27k 55.42
2017-09-30 $14M 258k 52.35
2017-06-30 $6.6M 130k 50.94
2017-03-31 $1.7M 34k 50.49
2016-12-31 $9.5M 193k 49.14
2016-09-30 $654k 14k 46.12
2016-06-30 $1.1M 8.3k 134.30

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Sigma Planning

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Envestnet Asset Management
Jones Financial Companies, L.L
Signature
Aspiriant
Kestra Investment Management
Life Planning Partners
Jpmorgan Chase & Co
Merit Financial Group
UBS Group
BlackRock
Commonwealth Equity Services

View all funds holding iShares Russell 3000 Value Index