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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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