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iShares Russell 2000 Index shares owned by Sigma Planning

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in iShares Russell 2000 Index

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All positions including iShares Russell 2000 Index held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 67k 210.30
2023-12-31 $3.8M 19k 200.71
2023-09-30 $5.4M 30k 176.74
2023-06-30 $2.6M 14k 187.27
2023-03-31 $3.2M 18k 178.40
2022-12-31 $2.9M 16k 174.36
2022-09-30 $2.1M 13k 164.93
2022-06-30 $3.3M 19k 169.36
2022-03-31 $4.7M 23k 205.25
2021-12-31 $5.7M 26k 222.44
2021-09-30 $6.3M 29k 218.75
2021-06-30 $17M 75k 229.37
2021-03-31 $19M 85k 220.94
2020-12-31 $10M 52k 196.07
2020-09-30 $6.2M 41k 149.80
2020-06-30 $2.0M 14k 143.19
2020-03-31 $1.2M 10k 114.43
2019-12-31 $92M 556k 165.67
2019-09-30 $1.5M 9.7k 151.37
2019-06-30 $1.6M 10k 155.54
2019-03-31 $1.6M 10k 153.12
2018-12-31 $2.0M 15k 133.85
2018-09-30 $2.8M 16k 168.57
2018-06-30 $3.2M 19k 163.79
2018-03-31 $1.2M 7.7k 151.78
2017-12-31 $12M 75k 152.47
2017-09-30 $9.8M 66k 148.19
2017-06-30 $1.1M 7.5k 140.99
2017-03-31 $4.2M 30k 137.47
2016-12-31 $8.5M 63k 134.86
2016-09-30 $1.7M 14k 124.24
2016-06-30 $1.5M 13k 115.02
2016-03-31 $803k 7.3k 110.64
2015-12-31 $1.1M 9.4k 112.68
2015-09-30 $3.3M 30k 109.22
2015-06-30 $3.2M 26k 124.87
2015-03-31 $2.4M 19k 124.36
2014-12-31 $1.6M 14k 119.60