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Ishares Tr shares owned by Sigma Planning

Quarter-by-quarter ownership of Ishares Tr (MAXJ) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $239k 8.7k 27.51
2025-03-31 $434k 17k 25.79
2024-12-31 $1.0M 39k 26.14
2024-09-30 $1.1M 44k 25.99

More positions owned by Sigma Planning

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

View all positions for Sigma Planning

Top funds holding Ishares Tr

J. L. Bainbridge & Co
Strategic Blueprint
Commonwealth Equity Services
Encompass More Asset Management
Ashton Thomas Securities
FC Advisory
Client First Capital
Balboa Wealth Partners
Panoramic Investment Advisors
Donald L. Hagan
HighTower Advisors
Ashton Thomas Private Wealth
Citadel Advisors
Kestra Advisory Services
CRA Financial Services

View all funds holding Ishares Tr