Sigma Planning Corp
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Sigma Planning Corp’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Sigma Planning Corp’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-6,121
Closed -$505K – 1462
2026
Q2 		$505K Sell
6,121
-122,954
-95% -$9.34M 0.01% 911
2026
Q1 		$8.26M Buy
+129,075
New +$8.76M 0.23% 78
2025
Q4 		– Sell
-3,250
Closed -$213K – 1403
2025
Q3 		$213K Sell
3,250
-11,847
-78% -$740K 0.01% 1194
2025
Q2 		$912K Buy
+15,097
New +$821K 0.03% 528

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Sigma Planning Corp's GARP Position: Q3 2026 in Review

Sigma Planning Corp sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q3 2026, closing a stake of 6,121 shares — an estimated $505K sold.

Sigma Planning Corp first reported a position in GARP in Q2 2025 and held it in 4 quarters. The position peaked at $8.26M in Q1 2026. 50 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

  • Sigma Planning Corp reported no remaining iShares MSCI USA Quality GARP ETF position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 6,121 iShares MSCI USA Quality GARP ETF shares in Q3 2026, an estimated $505K.
  • Sigma Planning Corp first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2025 and held it in 4 quarters.
  • Sigma Planning Corp's iShares MSCI USA Quality GARP ETF position peaked at $8.26M in Q1 2026.
  • 50 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.