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iShares Morningstar Mid Core Index shares owned by Sigma Planning

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in iShares Morningstar Mid Core Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Core 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 Morningstar Mid Core Index by Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $339k 4.6k 72.84
2023-09-30 $275k 4.6k 59.74
2023-06-30 $327k 5.2k 63.29
2023-03-31 $544k 9.0k 60.65
2022-12-31 $577k 9.8k 58.68
2022-09-30 $531k 9.9k 53.86
2022-06-30 $572k 10k 56.33
2022-03-31 $725k 11k 67.32
2021-12-31 $749k 11k 71.08
2021-09-30 $683k 10k 66.54
2021-06-30 $683k 10k 67.06
2021-03-31 $594k 2.4k 251.59
2020-12-31 $553k 2.4k 234.32
2020-09-30 $474k 2.4k 200.25
2020-06-30 $432k 2.3k 184.38
2020-03-31 $389k 2.5k 153.21
2019-12-31 $471k 2.2k 209.43
2019-09-30 $446k 2.3k 197.87
2019-06-30 $448k 2.3k 193.94
2019-03-31 $481k 2.6k 187.89
2018-12-31 $326k 2.0k 161.87
2018-09-30 $478k 2.5k 189.61
2018-06-30 $384k 2.1k 183.47
2018-03-31 $341k 1.9k 181.58
2017-12-31 $327k 1.8k 185.37
2017-09-30 $371k 2.1k 174.67
2017-06-30 $381k 2.3k 168.88
2017-03-31 $445k 2.7k 166.79
2016-12-31 $457k 2.9k 157.15
2016-09-30 $379k 2.5k 154.38
2016-06-30 $377k 2.5k 149.31
2016-03-31 $354k 2.4k 145.32
2015-12-31 $419k 2.9k 143.00
2015-09-30 $342k 2.5k 138.01
2015-06-30 $413k 2.7k 151.06
2015-03-31 $385k 2.5k 153.82
2014-12-31 $432k 2.9k 147.54

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Sigma Planning

Top funds holding iShares Morningstar Mid Core Index

UBS Group
Morgan Stanley
LPL Financial
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Cetera Investment Advisers
Ameriprise Financial
Steele Capital Management
Matrix Trust
Bank of America Corporation
Means Investment
Woodard & Co Asset Management Group
Advisor Group Holdings
Wells Fargo & Company

View all funds holding iShares Morningstar Mid Core Index