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Ishares Tr shares owned by Sigma Planning

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

Historical chart of Sigma Planning investment in Ishares Tr

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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
2026-06-30 $285k 5.5k 52.15

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)

View all positions for Sigma Planning

Top funds holding Ishares Tr

Bank of America Corporation
Raymond James Financial
LPL Financial
Mariner Wealth Advisors
Putnam Fl Investment Management
Bailard
TrueNorth
Miracle Mile Advisors
Koss-Olinger Consulting
Keybank National Association
Harbour Investments
Beacon Pointe Advisors
Franklin Resources
CIBC Bancorp USA
JNBA Financial Advisors

View all funds holding Ishares Tr