Sigma Planning Corp’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Sigma Planning Corp’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.67M	Sell	12,624 -6,455	-34%	-$884K	0.05%	385
2025 Q4	$2.51M	Sell	19,079 -829	-4%	-$108K	0.07%	285
2025 Q3	$2.58M	Sell	19,908 -352	-2%	-$45.1K	0.07%	271
2025 Q2	$2.5M	Buy	20,260 +3,907	+24%	+$460K	0.08%	259
2025 Q1	$1.96M	Sell	16,353 -5,762	-26%	-$721K	0.06%	290
2024 Q4	$2.76M	Sell	22,115 -93	-0.4%	-$11.9K	0.09%	223
2024 Q3	$2.75M	Sell	22,208 -881	-4%	-$105K	0.08%	227
2024 Q2	$2.62M	Sell	23,089 -5,620	-20%	-$641K	0.08%	230
2024 Q1	$3.4M	Buy	28,709 +17,747	+162%	+$2M	0.11%	200
2023 Q4	$1.25M	Sell	10,962 -16,221	-60%	-$1.67M	0.1%	223
2023 Q3	$2.74M	Sell	27,183 -2,805	-9%	-$300K	0.1%	203
2023 Q2	$3.21M	Sell	29,988 -5,002	-14%	-$508K	0.12%	180
2023 Q1	$3.6M	Sell	34,990 -1,836	-5%	-$196K	0.12%	179
2022 Q4	$3.71M	Buy	36,826 +10,325	+39%	+$1.03M	0.13%	168
2022 Q3	$2.38M	Sell	26,501 -1,132	-4%	-$113K	0.09%	221
2022 Q2	$2.61M	Sell	27,633 -722	-3%	-$73.6K	0.09%	219
2022 Q1	$3.11M	Sell	28,355 -25,602	-47%	-$2.76M	0.09%	220
2021 Q4	$5.97M	Sell	53,957 -5,406	-9%	-$588K	0.17%	122
2021 Q3	$6.12M	Sell	59,363 -21,048	-26%	-$2.21M	0.19%	113
2021 Q2	$8.47M	Sell	80,411 -26,173	-25%	-$2.8M	0.25%	82
2021 Q1	$10.9M	Buy	106,584 +86,071	+420%	+$8.22M	0.35%	57
2020 Q4	$1.77M	Sell	20,513 -759	-4%	-$59.5K	0.06%	300
2020 Q3	$1.43M	Sell	21,272 -2,302	-10%	-$159K	0.06%	315
2020 Q2	$1.57M	Sell	23,574 -3,572	-13%	-$224K	0.07%	281
2020 Q1	$1.49M	Sell	27,146 -3,306	-11%	-$249K	0.09%	236
2019 Q4	$2.6M	Sell	30,452 -22,562	-43%	-$1.85M	0.11%	189
2019 Q3	$4.24M	Buy	53,014 +844	+2%	+$66.4K	0.2%	117
2019 Q2	$4.16M	Sell	52,170 -43,018	-45%	-$3.41M	0.21%	113
2019 Q1	$7.47M	Buy	95,188 +27,706	+41%	+$2.15M	0.43%	46
2018 Q4	$4.67M	Buy	67,482 +3,638	+6%	+$278K	0.34%	68
2018 Q3	$5.34M	Buy	63,844 +1,266	+2%	+$106K	0.32%	69
2018 Q2	$5.07M	Buy	62,578 +5,116	+9%	+$409K	0.34%	62
2018 Q1	$4.44M	Buy	57,462 +490	+0.9%	+$38.9K	0.33%	65
2017 Q4	$4.56M	Buy	56,972 +4,690	+9%	+$366K	0.35%	57
2017 Q3	$3.99M	Buy	52,282 +5,020	+11%	+$372K	0.33%	59
2017 Q2	$3.51M	Sell	47,262 -8,858	-16%	-$655K	0.33%	61
2017 Q1	$4.17M	Buy	56,120 +25,926	+86%	+$1.92M	0.4%	49
2016 Q4	$2.19M	Sell	30,194 -23,134	-43%	-$1.6M	0.24%	95
2016 Q3	$3.55M	Buy	53,328 +37,594	+239%	+$2.48M	0.42%	51
2016 Q2	$1.01M	Sell	15,734 -142	-0.9%	-$8.94K	0.13%	177
2016 Q1	$985K	Buy	15,876 +2,426	+18%	+$137K	0.13%	177
2015 Q4	$788K	Buy	13,450 +344	+3%	+$20.8K	0.11%	217
2015 Q3	$756K	Sell	13,106 -756	-5%	-$46.3K	0.12%	206
2015 Q2	$894K	Sell	13,862 -1,876	-12%	-$124K	0.12%	202
2015 Q1	$1.03M	Buy	15,738 +1,496	+11%	+$96.2K	0.14%	185
2014 Q4	$910K	Buy	+14,242	New	+$883K	0.12%	199