Sigma Planning Corp’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.9M | Sell |
353,362
-8,899
| -2% | -$617K | 0.66% | 17 |
|
|
2025
Q4 | $23.9M | Buy |
362,261
+11,233
| +3% | +$736K | 0.66% | 18 |
|
|
2025
Q3 | $22.9M | Sell |
351,028
-8,143
| -2% | -$523K | 0.65% | 17 |
|
|
2025
Q2 | $22.3M | Sell |
359,171
-396
| -0.1% | -$23.2K | 0.67% | 19 |
|
|
2025
Q1 | $21M | Sell |
359,567
-19,358
| -5% | -$1.2M | 0.67% | 20 |
|
|
2024
Q4 | $23.6M | Buy |
378,925
+7,534
| +2% | +$483K | 0.74% | 17 |
|
|
2024
Q3 | $23.1M | Sell |
371,391
-65,705
| -15% | -$3.96M | 0.71% | 17 |
|
|
2024
Q2 | $25.6M | Buy |
437,096
+11,559
| +3% | +$679K | 0.81% | 14 |
|
|
2024
Q1 | $25.8M | Buy |
425,537
+240,877
| +130% | +$13.6M | 0.81% | 14 |
|
|
2023
Q4 | $10.2M | Sell |
184,660
-252,675
| -58% | -$12.8M | 0.8% | 18 |
|
|
2023
Q3 | $21.8M | Sell |
437,335
-32,825
| -7% | -$1.72M | 0.82% | 16 |
|
|
2023
Q2 | $24.6M | Sell |
470,160
-30,970
| -6% | -$1.54M | 0.88% | 15 |
|
|
2023
Q1 | $25.1M | Sell |
501,130
-8,235
| -2% | -$420K | 0.83% | 13 |
|
|
2022
Q4 | $24.6M | Buy |
509,365
+6,480
| +1% | +$313K | 0.88% | 11 |
|
|
2022
Q3 | $22.1M | Buy |
502,885
+22,500
| +5% | +$1.09M | 0.84% | 13 |
|
|
2022
Q2 | $21.7M | Buy |
480,385
+2,210
| +0.5% | +$109K | 0.76% | 18 |
|
|
2022
Q1 | $25.7M | Sell |
478,175
-22,450
| -4% | -$1.2M | 0.77% | 17 |
|
|
2021
Q4 | $28.3M | Buy |
500,625
+49,040
| +11% | +$2.73M | 0.79% | 14 |
|
|
2021
Q3 | $23.8M | Buy |
451,585
+25,215
| +6% | +$1.36M | 0.71% | 15 |
|
|
2021
Q2 | $22.9M | Buy |
426,370
+24,305
| +6% | +$1.31M | 0.68% | 16 |
|
|
2021
Q1 | $20.9M | Buy |
402,065
+35,705
| +10% | +$1.78M | 0.67% | 15 |
|
|
2020
Q4 | $16.8M | Buy |
366,360
+6,430
| +2% | +$271K | 0.57% | 24 |
|
|
2020
Q3 | $13.3M | Sell |
359,930
-379,140
| -51% | -$14.2M | 0.53% | 27 |
|
|
2020
Q2 | $26.3M | Buy |
739,070
+7,820
| +1% | +$260K | 1.15% | 12 |
|
|
2020
Q1 | $21M | Sell |
731,250
-85,910
| -11% | -$3.19M | 1.25% | 13 |
|
|
2019
Q4 | $33.6M | Buy |
817,160
+21,295
| +3% | +$844K | 1.42% | 10 |
|
|
2019
Q3 | $30.8M | Sell |
795,865
-20,550
| -3% | -$790K | 1.48% | 7 |
|
|
2019
Q2 | $31.7M | Sell |
816,415
-134,565
| -14% | -$5.16M | 1.63% | 7 |
|
|
2019
Q1 | $36M | Sell |
950,980
-140,510
| -13% | -$5.19M | 2.05% | 3 |
|
|
2018
Q4 | $36.3M | Sell |
1,091,490
-65,080
| -6% | -$2.37M | 2.64% | 2 |
|
|
2018
Q3 | $46.6M | Buy |
1,156,570
+57,375
| +5% | +$2.31M | 2.74% | 3 |
|
|
2018
Q2 | $42.8M | Buy |
1,099,195
+122,605
| +13% | +$4.74M | 2.87% | 2 |
|
|
2018
Q1 | $36.6M | Sell |
976,590
-4,815
| -0.5% | -$184K | 2.68% | 2 |
|
|
2017
Q4 | $37.3M | Buy |
981,405
+74,820
| +8% | +$2.77M | 2.87% | 2 |
|
|
2017
Q3 | $32.4M | Buy |
906,585
+145,785
| +19% | +$5.08M | 2.68% | 2 |
|
|
2017
Q2 | $26.5M | Buy |
760,800
+18,470
| +2% | +$638K | 2.49% | 2 |
|
|
2017
Q1 | $25.4M | Sell |
742,330
-103,535
| -12% | -$3.52M | 2.46% | 2 |
|
|
2016
Q4 | $28M | Buy |
845,865
+93,715
| +12% | +$2.97M | 3.06% | 2 |
|
|
2016
Q3 | $23.3M | Sell |
752,150
-23,205
| -3% | -$717K | 2.76% | 2 |
|
|
2016
Q2 | $23.2M | Buy |
775,355
+218,415
| +39% | +$6.41M | 3.02% | 2 |
|
|
2016
Q1 | $16.1M | Sell |
556,940
-91,545
| -14% | -$2.45M | 2.2% | 4 |
|
|
2015
Q4 | $18.1M | Sell |
648,485
-20,780
| -3% | -$594K | 2.53% | 2 |
|
|
2015
Q3 | $18.3M | Buy |
669,265
+23,820
| +4% | +$693K | 2.9% | 2 |
|
|
2015
Q2 | $19.4M | Buy |
645,445
+206,435
| +47% | +$6.3M | 2.67% | 3 |
|
|
2015
Q1 | $13.3M | Buy |
439,010
+146,485
| +50% | +$4.33M | 1.77% | 4 |
|
|
2014
Q4 | $8.47M | Buy |
+292,525
| New | +$8.22M | 1.12% | 7 |
|
Other funds holding IJH
Sigma Planning Corp's IJH Position: Q1 2026 in Review
Sigma Planning Corp reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q1 2026, selling an estimated $617K and leaving 353,362 shares worth $23.9M. The position accounts for 0.66% of the portfolio, ranked #17.
Sigma Planning Corp first reported a position in IJH in Q4 2014 and has held it in 46 quarters since. The position peaked at $46.6M in Q3 2018. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Sigma Planning Corp held 353,362 shares of iShares Core S&P Mid-Cap ETF worth $23.9M as of Q1 2026.
- Sigma Planning Corp sold 8,899 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $617K.
- iShares Core S&P Mid-Cap ETF made up 0.66% of Sigma Planning Corp's portfolio in Q1 2026, its #17 holding.
- Sigma Planning Corp first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's iShares Core S&P Mid-Cap ETF position peaked at $46.6M in Q3 2018.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.