Sigma Planning Corp’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.92M | Sell |
29,046
-1,458
| -5% | -$150K | 0.08% | 262 |
|
|
2025
Q4 | $2.96M | Sell |
30,504
-754
| -2% | -$72.6K | 0.08% | 255 |
|
|
2025
Q3 | $3M | Sell |
31,258
-1,989
| -6% | -$187K | 0.09% | 244 |
|
|
2025
Q2 | $3.02M | Sell |
33,247
-8,689
| -21% | -$744K | 0.09% | 226 |
|
|
2025
Q1 | $3.49M | Sell |
41,936
-14,341
| -25% | -$1.29M | 0.11% | 195 |
|
|
2024
Q4 | $5.12M | Buy |
56,277
+358
| +0.6% | +$33.7K | 0.16% | 120 |
|
|
2024
Q3 | $5.14M | Sell |
55,919
-8,679
| -13% | -$776K | 0.16% | 121 |
|
|
2024
Q2 | $5.69M | Buy |
64,598
+19
| +0% | +$1.68K | 0.18% | 108 |
|
|
2024
Q1 | $5.89M | Buy |
64,579
+38,029
| +143% | +$3.17M | 0.19% | 107 |
|
|
2023
Q4 | $2.1M | Sell |
26,550
-36,569
| -58% | -$2.68M | 0.16% | 116 |
|
|
2023
Q3 | $4.56M | Buy |
63,119
+14,985
| +31% | +$1.13M | 0.17% | 121 |
|
|
2023
Q2 | $3.61M | Sell |
48,134
-3,742
| -7% | -$267K | 0.13% | 159 |
|
|
2023
Q1 | $3.71M | Buy |
51,876
+16,499
| +47% | +$1.18M | 0.12% | 173 |
|
|
2022
Q4 | $2.42M | Sell |
35,377
-1,490
| -4% | -$102K | 0.09% | 241 |
|
|
2022
Q3 | $2.32M | Sell |
36,867
-2,093
| -5% | -$144K | 0.09% | 225 |
|
|
2022
Q2 | $2.48M | Sell |
38,960
-1,815
| -4% | -$127K | 0.09% | 230 |
|
|
2022
Q1 | $3.15M | Sell |
40,775
-14,674
| -26% | -$1.13M | 0.09% | 213 |
|
|
2021
Q4 | $4.73M | Sell |
55,449
-9,806
| -15% | -$822K | 0.13% | 165 |
|
|
2021
Q3 | $5.17M | Sell |
65,255
-7,897
| -11% | -$641K | 0.16% | 140 |
|
|
2021
Q2 | $5.92M | Buy |
73,152
+1,173
| +2% | +$94.2K | 0.18% | 123 |
|
|
2021
Q1 | $5.64M | Sell |
71,979
-47,892
| -40% | -$3.69M | 0.18% | 132 |
|
|
2020
Q4 | $8.66M | Buy |
119,871
+20,371
| +20% | +$1.36M | 0.29% | 70 |
|
|
2020
Q3 | $5.95M | Buy |
99,500
+26,324
| +36% | +$1.57M | 0.24% | 87 |
|
|
2020
Q2 | $4.1M | Buy |
73,176
+26,128
| +56% | +$1.36M | 0.18% | 123 |
|
|
2020
Q1 | $2.1M | Sell |
47,048
-18,424
| -28% | -$1.01M | 0.12% | 164 |
|
|
2019
Q4 | $3.9M | Sell |
65,472
-31,372
| -32% | -$1.8M | 0.16% | 135 |
|
|
2019
Q3 | $5.42M | Sell |
96,844
-40,088
| -29% | -$2.25M | 0.26% | 78 |
|
|
2019
Q2 | $7.75M | Sell |
136,932
-15,604
| -10% | -$865K | 0.4% | 46 |
|
|
2019
Q1 | $8.36M | Sell |
152,536
-36,920
| -19% | -$1.95M | 0.47% | 36 |
|
|
2018
Q4 | $9.06M | Sell |
189,456
-15,796
| -8% | -$827K | 0.66% | 27 |
|
|
2018
Q3 | $12M | Sell |
205,252
-73,700
| -26% | -$4.28M | 0.7% | 23 |
|
|
2018
Q2 | $15.7M | Buy |
278,952
+61,304
| +28% | +$3.43M | 1.05% | 11 |
|
|
2018
Q1 | $11.9M | Buy |
217,648
+115,036
| +112% | +$6.36M | 0.87% | 17 |
|
|
2017
Q4 | $5.54M | Buy |
102,612
+2,448
| +2% | +$129K | 0.43% | 46 |
|
|
2017
Q3 | $5.07M | Buy |
100,164
+31,476
| +46% | +$1.55M | 0.42% | 46 |
|
|
2017
Q2 | $3.38M | Buy |
68,688
+496
| +0.7% | +$24.1K | 0.32% | 64 |
|
|
2017
Q1 | $3.25M | Buy |
68,192
+14,188
| +26% | +$669K | 0.32% | 64 |
|
|
2016
Q4 | $2.46M | Sell |
54,004
-32,184
| -37% | -$1.42M | 0.27% | 81 |
|
|
2016
Q3 | $3.77M | Buy |
86,188
+52,160
| +153% | +$2.29M | 0.45% | 46 |
|
|
2016
Q2 | $1.44M | Sell |
34,028
-120,052
| -78% | -$4.98M | 0.19% | 128 |
|
|
2016
Q1 | $6.26M | Sell |
154,080
-11,428
| -7% | -$436K | 0.86% | 19 |
|
|
2015
Q4 | $6.66M | Buy |
165,508
+2,808
| +2% | +$115K | 0.93% | 17 |
|
|
2015
Q3 | $6.39M | Buy |
162,700
+39,472
| +32% | +$1.65M | 1.01% | 11 |
|
|
2015
Q2 | $5.22M | Buy |
123,228
+76,020
| +161% | +$3.26M | 0.72% | 16 |
|
|
2015
Q1 | $2.02M | Buy |
47,208
+17,972
| +61% | +$744K | 0.27% | 89 |
|
|
2014
Q4 | $1.17M | Buy |
+29,236
| New | +$1.13M | 0.15% | 157 |
|
Other funds holding IJK
SP
Sigma Planning Corp's IJK Position: Q1 2026 in Review
Sigma Planning Corp reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.8% in Q1 2026, selling an estimated $150K and leaving 29,046 shares worth $2.92M. The position accounts for 0.08% of the portfolio, ranked #262.
Sigma Planning Corp first reported a position in IJK in Q4 2014 and has held it in 46 quarters since. The position peaked at $15.7M in Q2 2018. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.
- Sigma Planning Corp held 29,046 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.92M as of Q1 2026.
- Sigma Planning Corp sold 1,458 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $150K.
- iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of Sigma Planning Corp's portfolio in Q1 2026, its #262 holding.
- Sigma Planning Corp first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's iShares S&P Mid-Cap 400 Growth ETF position peaked at $15.7M in Q2 2018.
- 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.