iShares S&P 500 Growth Index shares owned by Sigma Planning
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $17M | 221k | 75.10 |
| 2023-09-30 | $31M | 449k | 68.42 |
| 2023-06-30 | $31M | 437k | 70.48 |
| 2023-03-31 | $28M | 434k | 63.89 |
| 2022-12-31 | $19M | 332k | 58.50 |
| 2022-09-30 | $19M | 335k | 57.85 |
| 2022-06-30 | $19M | 317k | 60.35 |
| 2022-03-31 | $25M | 331k | 76.38 |
| 2021-12-31 | $41M | 487k | 83.67 |
| 2021-09-30 | $34M | 456k | 73.91 |
| 2021-06-30 | $34M | 469k | 72.73 |
| 2021-03-31 | $30M | 461k | 65.11 |
| 2020-12-31 | $34M | 535k | 63.82 |
| 2020-09-30 | $32M | 138k | 231.08 |
| 2020-06-30 | $33M | 160k | 207.49 |
| 2020-03-31 | $29M | 174k | 165.05 |
| 2019-12-31 | $47M | 241k | 193.64 |
| 2019-09-30 | $48M | 267k | 180.03 |
| 2019-06-30 | $43M | 241k | 179.24 |
| 2019-03-31 | $36M | 209k | 172.36 |
| 2018-12-31 | $28M | 187k | 150.67 |
| 2018-09-30 | $42M | 236k | 177.17 |
| 2018-06-30 | $33M | 200k | 162.61 |
| 2018-03-31 | $26M | 168k | 155.07 |
| 2017-12-31 | $20M | 132k | 152.77 |
| 2017-09-30 | $21M | 145k | 143.42 |
| 2017-06-30 | $11M | 78k | 136.86 |
| 2017-03-31 | $8.3M | 63k | 131.52 |
| 2016-12-31 | $7.7M | 63k | 121.79 |
| 2016-09-30 | $12M | 102k | 121.66 |
| 2016-06-30 | $8.3M | 71k | 116.58 |
| 2016-03-31 | $7.2M | 62k | 115.90 |
| 2015-12-31 | $10M | 90k | 115.80 |
| 2015-09-30 | $4.5M | 42k | 107.79 |
| 2015-06-30 | $2.8M | 25k | 113.87 |
| 2015-03-31 | $3.0M | 26k | 113.97 |
| 2014-12-31 | $3.3M | 29k | 111.61 |