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Sigma Planning Corp’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sigma Planning Corp’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.88M Buy
57,619
+1,144
+2% +$148K 0.2% 99
2026
Q1 		$6.69M Buy
56,475
+3,776
+7% +$456K 0.19% 107
2025
Q4 		$5.99M Buy
52,699
+1,299
+3% +$146K 0.17% 118
2025
Q3 		$5.68M Buy
51,400
+969
+2% +$103K 0.16% 121
2025
Q2 		$5.02M Buy
50,431
+713
+1% +$67.3K 0.15% 134
2025
Q1 		$4.85M Buy
49,718
+30
+0.1% +$3.17K 0.15% 131
2024
Q4 		$5.4M Sell
49,688
-706
-1% -$78.3K 0.17% 110
2024
Q3 		$5.43M Sell
50,394
-1,531
-3% -$159K 0.17% 118
2024
Q2 		$5.05M Sell
51,925
-4,225
-8% -$415K 0.16% 121
2024
Q1 		$5.77M Buy
56,150
+34,768
+163% +$3.45M 0.18% 108
2023
Q4 		$2.2M Sell
21,382
-34,636
-62% -$3.16M 0.17% 108
2023
Q3 		$5M Sell
56,018
-5,938
-10% -$566K 0.19% 110
2023
Q2 		$5.89M Sell
61,956
-5,422
-8% -$496K 0.21% 93
2023
Q1 		$6.31M Sell
67,378
-12,779
-16% -$1.25M 0.21% 106
2022
Q4 		$7.32M Sell
80,157
-2,646
-3% -$244K 0.26% 82
2022
Q3 		$6.83M Buy
82,803
+1,177
+1% +$109K 0.26% 82
2022
Q2 		$7.27M Buy
81,626
+2,151
+3% +$206K 0.25% 77
2022
Q1 		$8.14M Buy
79,475
+7,687
+11% +$784K 0.24% 79
2021
Q4 		$7.5M Sell
71,788
-12,535
-15% -$1.31M 0.21% 92
2021
Q3 		$8.49M Sell
84,323
-24,980
-23% -$2.52M 0.26% 77
2021
Q2 		$11.5M Sell
109,303
-13,600
-11% -$1.42M 0.34% 51
2021
Q1 		$12.4M Buy
122,903
+62,557
+104% +$5.92M 0.4% 47
2020
Q4 		$4.91M Buy
60,346
+8,012
+15% +$582K 0.17% 136
2020
Q3 		$3.2M Sell
52,334
-4,602
-8% -$289K 0.13% 180
2020
Q2 		$3.43M Sell
56,936
-4,544
-7% -$255K 0.15% 146
2020
Q1 		$3.07M Sell
61,480
-4,512
-7% -$313K 0.18% 120
2019
Q4 		$5.31M Sell
65,992
-20,550
-24% -$1.59M 0.22% 93
2019
Q3 		$6.5M Buy
86,542
+1,490
+2% +$110K 0.31% 58
2019
Q2 		$6.32M Sell
85,052
-14,830
-15% -$1.1M 0.33% 58
2019
Q1 		$7.37M Buy
99,882
+1,882
+2% +$139K 0.42% 47
2018
Q4 		$6.46M Sell
98,000
-112,188
-53% -$8.33M 0.47% 43
2018
Q3 		$17.5M Buy
210,188
+62,884
+43% +$5.31M 1.03% 12
2018
Q2 		$12M Buy
147,304
+38,622
+36% +$3.09M 0.81% 19
2018
Q1 		$8.2M Buy
108,682
+4,476
+4% +$344K 0.6% 32
2017
Q4 		$8M Buy
104,206
+25,354
+32% +$1.91M 0.62% 26
2017
Q3 		$5.85M Buy
78,852
+4,810
+6% +$336K 0.48% 37
2017
Q2 		$5.18M Sell
74,042
-29,176
-28% -$2.02M 0.49% 40
2017
Q1 		$7.16M Buy
103,218
+25,596
+33% +$1.78M 0.69% 24
2016
Q4 		$5.43M Sell
77,622
-854
-1% -$55.9K 0.59% 36
2016
Q3 		$4.9M Buy
78,476
+29,216
+59% +$1.79M 0.58% 35
2016
Q2 		$2.88M Buy
49,260
+18,832
+62% +$1.08M 0.38% 52
2016
Q1 		$1.72M Buy
30,428
+958
+3% +$49.7K 0.24% 100
2015
Q4 		$1.59M Sell
29,470
-42,278
-59% -$2.35M 0.22% 105
2015
Q3 		$3.76M Buy
71,748
+25,596
+55% +$1.42M 0.6% 27
2015
Q2 		$2.72M Buy
46,152
+10,020
+28% +$596K 0.38% 64
2015
Q1 		$2.15M Buy
36,132
+18,096
+100% +$1.05M 0.28% 82
2014
Q4 		$1.06M Buy
+18,036
New +$1.02M 0.14% 173

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

Sigma Planning Corp's IJS Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2% in Q2 2026, buying an estimated $148K and bringing the position to 57,619 shares worth $7.88M. The position accounts for 0.2% of the portfolio, ranked #99.

Sigma Planning Corp first reported a position in IJS in Q4 2014 and has held it in 47 quarters since. The position peaked at $17.5M in Q3 2018. 584 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Sigma Planning Corp held 57,619 shares of iShares S&P Small-Cap 600 Value ETF worth $7.88M as of Q2 2026.
  • Sigma Planning Corp bought 1,144 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $148K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.2% of Sigma Planning Corp's portfolio in Q2 2026, its #99 holding.
  • Sigma Planning Corp first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2014 and has held it in 47 quarters since.
  • Sigma Planning Corp's iShares S&P Small-Cap 600 Value ETF position peaked at $17.5M in Q3 2018.
  • 584 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.