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iShares Dow Jones U.S. Index Fund shares owned by Sigma Planning

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in iShares Dow Jones U.S. Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones U.S. Index Fund held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 11k 139.59
2024-06-30 $1.5M 11k 132.31
2024-03-31 $1.5M 12k 128.09
2023-12-31 $875k 7.5k 116.53
2023-09-30 $1.4M 13k 104.48
2023-06-30 $1.5M 14k 108.33
2023-03-31 $1.7M 18k 100.07
2022-12-31 $1.6M 17k 93.45
2022-09-30 $1.5M 17k 87.72
2022-06-30 $1.5M 17k 92.37
2022-03-31 $1.7M 15k 111.39
2021-12-31 $1.8M 15k 117.86
2021-09-30 $1.6M 15k 107.84
2021-06-30 $1.5M 14k 107.99
2021-03-31 $1.7M 17k 99.84
2020-12-31 $1.6M 17k 94.31
2020-09-30 $1.3M 8.0k 166.65
2020-06-30 $938k 6.1k 153.17
2020-03-31 $1.7M 14k 126.19
2019-12-31 $2.6M 16k 159.67
2019-09-30 $2.1M 15k 147.56
2019-06-30 $2.2M 15k 146.15
2019-03-31 $2.0M 14k 141.24
2018-12-31 $1.1M 8.6k 124.44
2018-09-30 $977k 6.7k 145.56
2018-06-30 $860k 6.3k 136.27
2018-03-31 $785k 5.9k 132.20
2017-12-31 $831k 6.2k 133.69
2017-09-30 $770k 6.1k 126.13
2017-06-30 $728k 6.0k 121.29
2017-03-31 $683k 5.8k 118.25
2016-12-31 $603k 5.4k 112.00
2016-09-30 $750k 6.9k 108.48
2016-06-30 $722k 6.9k 104.71
2016-03-31 $570k 5.6k 102.44
2015-12-31 $489k 4.8k 101.90
2015-09-30 $542k 5.6k 96.54
2015-06-30 $526k 5.0k 104.22
2015-03-31 $522k 5.0k 104.92
2014-12-31 $553k 5.3k 103.50

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
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)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Sigma Planning

Top funds holding iShares Dow Jones U.S. Index Fund

Morgan Stanley
LPL Financial
Pnc Financial Services
Savant Capital Management
Sharp Financial Services
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Advisor Group Holdings
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Raymond James Financial Services Advisors
Envestnet Asset Management
Creative Planning

View all funds holding iShares Dow Jones U.S. Index Fund