Sigma Planning Corp’s iShares Morningstar Value ETF ILCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.95M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $342K | Buy |
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|
2017
Q2 | $328K | Buy |
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|
2017
Q1 | $325K | Buy |
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|
2016
Q4 | $318K | Buy |
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|
2016
Q3 | $292K | Buy |
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|
2016
Q2 | $287K | Buy |
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|
2016
Q1 | $213K | Sell |
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|
2015
Q4 | $216K | Sell |
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|
2015
Q3 | $330K | Sell |
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|
2015
Q2 | $432K | Hold |
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|
2015
Q1 | $431K | Hold |
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|
2014
Q4 | $444K | Buy |
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