Sigma Planning Corp
IAT icon

Sigma Planning Corp’s iShares US Regional Banks ETF IAT Stock Holding History

Sigma Planning Corp’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$480K Sell
8,382
-216
-3% -$13.5K 0.01% 859
2026
Q2 		$535K Sell
8,598
-4,854
-36% -$282K 0.01% 887
2026
Q1 		$724K Sell
13,452
-238
-2% -$13.5K 0.02% 697
2025
Q4 		$755K Buy
13,690
+3,525
+35% +$183K 0.02% 636
2025
Q3 		$534K Sell
10,165
-3,451
-25% -$180K 0.02% 789
2025
Q2 		$675K Sell
13,616
-4,156
-23% -$189K 0.02% 662
2025
Q1 		$829K Sell
17,772
-833
-4% -$41.8K 0.03% 545
2024
Q4 		$937K Sell
18,605
-1,688
-8% -$87.2K 0.03% 511
2024
Q3 		$965K Buy
+20,293
New +$934K 0.03% 513
2023
Q1 		– Sell
-4,740
Closed -$226K – 1329
2022
Q4 		$226K Sell
4,740
-588
-11% -$28.9K 0.01% 1093
2022
Q3 		$254K Buy
5,328
+370
+7% +$19.2K 0.01% 1007
2022
Q2 		$244K Sell
4,958
-363
-7% -$19.3K 0.01% 1080
2022
Q1 		$314K Buy
5,321
+453
+9% +$28.7K 0.01% 1038
2021
Q4 		$301K Buy
4,868
+212
+5% +$13.4K 0.01% 1078
2021
Q3 		$282K Sell
4,656
-1,272
-21% -$73.2K 0.01% 1090
2021
Q2 		$341K Buy
5,928
+336
+6% +$19.9K 0.01% 1016
2021
Q1 		$317K Buy
+5,592
New +$296K 0.01% 959
2018
Q4 		– Sell
-11,160
Closed -$547K – 903
2018
Q3 		$547K Buy
11,160
+4,067
+57% +$208K 0.03% 453
2018
Q2 		$349K Sell
7,093
-15,022
-68% -$769K 0.02% 584
2018
Q1 		$1.11M Buy
22,115
+15,585
+239% +$814K 0.08% 245
2017
Q4 		$322K Sell
6,530
-136
-2% -$6.53K 0.02% 577
2017
Q3 		$315K Sell
6,666
-398
-6% -$18K 0.03% 582
2017
Q2 		$322K Sell
7,064
-16,778
-70% -$746K 0.03% 547
2017
Q1 		$1.07M Buy
23,842
+6,405
+37% +$296K 0.1% 227
2016
Q4 		$791K Buy
17,437
+3,307
+23% +$134K 0.09% 252
2016
Q3 		$497K Buy
+14,130
New +$484K 0.06% 342
2015
Q3 		– Sell
-20,395
Closed -$747K – 715
2015
Q2 		$747K Buy
+20,395
New +$731K 0.1% 238

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FSBI
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Asempa Wealth Advisors
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.88% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

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

Sigma Planning Corp reduced its iShares US Regional Banks ETF (IAT) stake by 2.5% in Q3 2026, selling an estimated $13.5K and leaving 8,382 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #859.

Sigma Planning Corp first reported a position in IAT in Q2 2015 and has held it in 27 quarters since. The position peaked at $1.11M in Q1 2018. 35 funds tracked by Wall St. Rank hold IAT as of Q3 2026.

  • Sigma Planning Corp held 8,382 shares of iShares US Regional Banks ETF worth $480K as of Q3 2026.
  • Sigma Planning Corp sold 216 iShares US Regional Banks ETF shares in Q3 2026, an estimated $13.5K.
  • iShares US Regional Banks ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #859 holding.
  • Sigma Planning Corp first reported a position in iShares US Regional Banks ETF in Q2 2015 and has held it in 27 quarters since.
  • Sigma Planning Corp's iShares US Regional Banks ETF position peaked at $1.11M in Q1 2018.
  • 35 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2026.

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