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Sigma Planning Corp’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sigma Planning Corp’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.39M Sell
15,379
-232
-1% -$38.2K 0.07% 305
2025
Q4 		$2.62M Buy
15,611
+1,036
+7% +$173K 0.07% 275
2025
Q3 		$2.4M Sell
14,575
-81
-0.6% -$12.7K 0.07% 281
2025
Q2 		$2.2M Sell
14,656
-776
-5% -$105K 0.07% 282
2025
Q1 		$1.96M Sell
15,432
-1,521
-9% -$210K 0.06% 288
2024
Q4 		$2.36M Buy
16,953
+1,382
+9% +$190K 0.07% 253
2024
Q3 		$2.05M Sell
15,571
-227
-1% -$28.9K 0.06% 285
2024
Q2 		$2.01M Sell
15,798
-17
-0.1% -$2.03K 0.06% 292
2024
Q1 		$1.85M Buy
15,815
+3,579
+29% +$398K 0.06% 332
2023
Q4 		$1.27M Sell
12,236
-11,145
-48% -$1.1M 0.1% 216
2023
Q3 		$2.22M Buy
23,381
+123
+0.5% +$12.1K 0.08% 251
2023
Q2 		$2.27M Sell
23,258
-3,709
-14% -$340K 0.08% 260
2023
Q1 		$2.39M Buy
26,967
+3,882
+17% +$331K 0.08% 254
2022
Q4 		$1.88M Sell
23,085
-875
-4% -$73.1K 0.07% 292
2022
Q3 		$1.92M Buy
23,960
+445
+2% +$40.1K 0.07% 263
2022
Q2 		$1.97M Sell
23,515
-1,103
-4% -$101K 0.07% 279
2022
Q1 		$2.6M Buy
24,618
+1,102
+5% +$114K 0.08% 257
2021
Q4 		$2.72M Buy
23,516
+1,631
+7% +$182K 0.08% 265
2021
Q3 		$2.24M Buy
21,885
+1,380
+7% +$146K 0.07% 299
2021
Q2 		$2.07M Buy
20,505
+798
+4% +$76.9K 0.06% 321
2021
Q1 		$1.79M Sell
19,707
-9,696
-33% -$874K 0.06% 344
2020
Q4 		$2.61M Sell
29,403
-4,682
-14% -$394K 0.09% 223
2020
Q3 		$2.73M Sell
34,085
-1,616
-5% -$127K 0.11% 200
2020
Q2 		$2.57M Buy
35,701
+443
+1% +$29.4K 0.11% 187
2020
Q1 		$2.01M Sell
35,258
-9,470
-21% -$623K 0.12% 174
2019
Q4 		$3.02M Sell
44,728
-406
-0.9% -$26.3K 0.13% 167
2019
Q3 		$2.84M Buy
45,134
+13,236
+41% +$837K 0.14% 170
2019
Q2 		$2M Sell
31,898
-8,576
-21% -$528K 0.1% 210
2019
Q1 		$2.44M Sell
40,474
-510
-1% -$29.3K 0.14% 168
2018
Q4 		$2.16M Sell
40,984
-23,634
-37% -$1.34M 0.16% 142
2018
Q3 		$4.01M Buy
64,618
+20,341
+46% +$1.23M 0.24% 94
2018
Q2 		$2.53M Sell
44,277
-1,245
-3% -$70.4K 0.17% 139
2018
Q1 		$2.49M Buy
45,522
+563
+1% +$31.6K 0.18% 134
2017
Q4 		$2.42M Sell
44,959
-6,256
-12% -$329K 0.19% 140
2017
Q3 		$2.58M Sell
51,215
-87,816
-63% -$4.35M 0.21% 115
2017
Q2 		$6.7M Buy
139,031
+8,961
+7% +$428K 0.63% 27
2017
Q1 		$6.03M Sell
130,070
-183,297
-58% -$8.3M 0.58% 35
2016
Q4 		$13.4M Buy
313,367
+118,813
+61% +$5.04M 1.47% 4
2016
Q3 		$8.28M Buy
194,554
+158,076
+433% +$6.7M 0.98% 9
2016
Q2 		$1.49M Buy
36,478
+10,176
+39% +$413K 0.19% 124
2016
Q1 		$1.07M Buy
+26,302
New +$1.01M 0.15% 166

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sigma Planning Corp's IUSG Position: Q1 2026 in Review

Sigma Planning Corp reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.5% in Q1 2026, selling an estimated $38.2K and leaving 15,379 shares worth $2.39M. The position accounts for 0.07% of the portfolio, ranked #305.

Sigma Planning Corp first reported a position in IUSG in Q1 2016 and has held it in 41 quarters since. The position peaked at $13.4M in Q4 2016. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Sigma Planning Corp held 15,379 shares of iShares Core S&P US Growth ETF worth $2.39M as of Q1 2026.
  • Sigma Planning Corp sold 232 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $38.2K.
  • iShares Core S&P US Growth ETF made up 0.07% of Sigma Planning Corp's portfolio in Q1 2026, its #305 holding.
  • Sigma Planning Corp first reported a position in iShares Core S&P US Growth ETF in Q1 2016 and has held it in 41 quarters since.
  • Sigma Planning Corp's iShares Core S&P US Growth ETF position peaked at $13.4M in Q4 2016.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.