Sigma Planning Corp’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.7M | Sell |
174,257
-19,415
| -10% | -$2.47M | 0.6% | 21 |
|
|
2025
Q4 | $23.3M | Buy |
193,672
+3,158
| +2% | +$378K | 0.64% | 19 |
|
|
2025
Q3 | $22.6M | Buy |
190,514
+1,582
| +0.8% | +$182K | 0.64% | 18 |
|
|
2025
Q2 | $20.6M | Buy |
188,932
+6,273
| +3% | +$648K | 0.62% | 22 |
|
|
2025
Q1 | $19.1M | Sell |
182,659
-17,120
| -9% | -$1.93M | 0.61% | 22 |
|
|
2024
Q4 | $23M | Buy |
199,779
+669
| +0.3% | +$79.9K | 0.72% | 18 |
|
|
2024
Q3 | $23.3M | Buy |
199,110
+12,971
| +7% | +$1.47M | 0.71% | 16 |
|
|
2024
Q2 | $19.9M | Buy |
186,139
+254
| +0.1% | +$27.2K | 0.63% | 19 |
|
|
2024
Q1 | $20.5M | Buy |
185,885
+89,277
| +92% | +$9.48M | 0.65% | 21 |
|
|
2023
Q4 | $10.5M | Sell |
96,608
-112,988
| -54% | -$10.9M | 0.82% | 16 |
|
|
2023
Q3 | $19.8M | Sell |
209,596
-35,350
| -14% | -$3.53M | 0.74% | 18 |
|
|
2023
Q2 | $24.4M | Sell |
244,946
-25,231
| -9% | -$2.4M | 0.88% | 16 |
|
|
2023
Q1 | $26.1M | Sell |
270,177
-2,439
| -0.9% | -$244K | 0.87% | 12 |
|
|
2022
Q4 | $25.8M | Buy |
272,616
+11,758
| +5% | +$1.13M | 0.92% | 9 |
|
|
2022
Q3 | $22.7M | Buy |
260,858
+9,742
| +4% | +$946K | 0.87% | 11 |
|
|
2022
Q2 | $23.2M | Sell |
251,116
-5,561
| -2% | -$553K | 0.81% | 16 |
|
|
2022
Q1 | $27.7M | Sell |
256,677
-107,433
| -30% | -$11.6M | 0.83% | 15 |
|
|
2021
Q4 | $41.7M | Buy |
364,110
+40,399
| +12% | +$4.6M | 1.16% | 8 |
|
|
2021
Q3 | $35.3M | Buy |
323,711
+19,904
| +7% | +$2.19M | 1.06% | 11 |
|
|
2021
Q2 | $34.3M | Buy |
303,807
+51,325
| +20% | +$5.72M | 1.02% | 11 |
|
|
2021
Q1 | $27.4M | Buy |
252,482
+41,152
| +19% | +$4.31M | 0.88% | 12 |
|
|
2020
Q4 | $19.4M | Buy |
211,330
+10,233
| +5% | +$841K | 0.66% | 18 |
|
|
2020
Q3 | $14.1M | Sell |
201,097
-20,092
| -9% | -$1.44M | 0.56% | 26 |
|
|
2020
Q2 | $15.1M | Sell |
221,189
-1,145
| -0.5% | -$72.3K | 0.66% | 20 |
|
|
2020
Q1 | $12.5M | Sell |
222,334
-88,414
| -28% | -$6.58M | 0.74% | 20 |
|
|
2019
Q4 | $26.1M | Buy |
310,748
+11,508
| +4% | +$926K | 1.1% | 14 |
|
|
2019
Q3 | $23.3M | Buy |
299,240
+12,793
| +4% | +$991K | 1.12% | 12 |
|
|
2019
Q2 | $22.4M | Sell |
286,447
-2,444
| -0.8% | -$190K | 1.16% | 12 |
|
|
2019
Q1 | $22.3M | Sell |
288,891
-51,166
| -15% | -$3.93M | 1.27% | 9 |
|
|
2018
Q4 | $23.6M | Sell |
340,057
-119,700
| -26% | -$9.25M | 1.71% | 5 |
|
|
2018
Q3 | $40.1M | Buy |
459,757
+84,874
| +23% | +$7.44M | 2.36% | 5 |
|
|
2018
Q2 | $31.3M | Buy |
374,883
+83,033
| +28% | +$6.77M | 2.09% | 4 |
|
|
2018
Q1 | $22.5M | Buy |
291,850
+32,374
| +12% | +$2.52M | 1.64% | 5 |
|
|
2017
Q4 | $19.9M | Buy |
259,476
+32,263
| +14% | +$2.43M | 1.54% | 5 |
|
|
2017
Q3 | $16.9M | Buy |
227,213
+8,133
| +4% | +$570K | 1.39% | 5 |
|
|
2017
Q2 | $15.4M | Buy |
219,080
+10,601
| +5% | +$734K | 1.44% | 4 |
|
|
2017
Q1 | $14.4M | Buy |
208,479
+33,991
| +19% | +$2.34M | 1.4% | 6 |
|
|
2016
Q4 | $12M | Buy |
174,488
+43,116
| +33% | +$2.78M | 1.31% | 5 |
|
|
2016
Q3 | $8.15M | Buy |
131,372
+17,614
| +15% | +$1.08M | 0.97% | 11 |
|
|
2016
Q2 | $6.61M | Buy |
113,758
+25,904
| +29% | +$1.48M | 0.86% | 18 |
|
|
2016
Q1 | $4.95M | Sell |
87,854
-39,920
| -31% | -$2.08M | 0.68% | 27 |
|
|
2015
Q4 | $7.04M | Buy |
127,774
+60,270
| +89% | +$3.4M | 0.98% | 12 |
|
|
2015
Q3 | $3.6M | Sell |
67,504
-50,094
| -43% | -$2.84M | 0.57% | 29 |
|
|
2015
Q2 | $6.93M | Buy |
117,598
+12,490
| +12% | +$739K | 0.96% | 8 |
|
|
2015
Q1 | $6.2M | Sell |
105,108
-10,114
| -9% | -$580K | 0.82% | 11 |
|
|
2014
Q4 | $6.57M | Buy |
+115,222
| New | +$6.29M | 0.87% | 12 |
|
Other funds holding IJR
Sigma Planning Corp's IJR Position: Q1 2026 in Review
Sigma Planning Corp reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 10% in Q1 2026, selling an estimated $2.47M and leaving 174,257 shares worth $21.7M. The position accounts for 0.6% of the portfolio, ranked #21.
Sigma Planning Corp first reported a position in IJR in Q4 2014 and has held it in 46 quarters since. The position peaked at $41.7M in Q4 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Sigma Planning Corp held 174,257 shares of iShares Core S&P Small-Cap ETF worth $21.7M as of Q1 2026.
- Sigma Planning Corp sold 19,415 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.47M.
- iShares Core S&P Small-Cap ETF made up 0.6% of Sigma Planning Corp's portfolio in Q1 2026, its #21 holding.
- Sigma Planning Corp first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's iShares Core S&P Small-Cap ETF position peaked at $41.7M in Q4 2021.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.