Sigma Planning Corp’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.9M | Sell |
432,346
-1,631
| -0.4% | -$196K | 1.36% | 9 |
|
|
2025
Q4 | $53.5M | Buy |
433,977
+2,811
| +0.7% | +$344K | 1.48% | 8 |
|
|
2025
Q3 | $52.1M | Buy |
431,166
+3,293
| +0.8% | +$379K | 1.48% | 8 |
|
|
2025
Q2 | $47.1M | Buy |
427,873
+11,241
| +3% | +$1.11M | 1.42% | 10 |
|
|
2025
Q1 | $38.7M | Sell |
416,632
-53,824
| -11% | -$5.43M | 1.23% | 10 |
|
|
2024
Q4 | $47.8M | Sell |
470,456
-36,257
| -7% | -$3.62M | 1.5% | 9 |
|
|
2024
Q3 | $48.5M | Sell |
506,713
-58,690
| -10% | -$5.42M | 1.49% | 9 |
|
|
2024
Q2 | $52.3M | Buy |
565,403
+10,572
| +2% | +$911K | 1.66% | 8 |
|
|
2024
Q1 | $46.8M | Buy |
554,831
+334,137
| +151% | +$26.8M | 1.47% | 9 |
|
|
2023
Q4 | $16.6M | Sell |
220,694
-228,445
| -51% | -$16.3M | 1.3% | 9 |
|
|
2023
Q3 | $30.7M | Buy |
449,139
+11,720
| +3% | +$829K | 1.15% | 9 |
|
|
2023
Q2 | $30.8M | Buy |
437,419
+3,769
| +0.9% | +$249K | 1.11% | 9 |
|
|
2023
Q1 | $27.7M | Buy |
433,650
+101,280
| +30% | +$6.19M | 0.92% | 11 |
|
|
2022
Q4 | $19.4M | Sell |
332,370
-2,787
| -0.8% | -$167K | 0.7% | 18 |
|
|
2022
Q3 | $19.4M | Buy |
335,157
+18,366
| +6% | +$1.19M | 0.74% | 16 |
|
|
2022
Q2 | $19.1M | Sell |
316,791
-13,974
| -4% | -$925K | 0.66% | 22 |
|
|
2022
Q1 | $25.3M | Sell |
330,765
-155,831
| -32% | -$11.7M | 0.76% | 20 |
|
|
2021
Q4 | $40.7M | Buy |
486,596
+30,167
| +7% | +$2.43M | 1.13% | 10 |
|
|
2021
Q3 | $33.7M | Sell |
456,429
-12,367
| -3% | -$943K | 1.01% | 12 |
|
|
2021
Q2 | $34.1M | Buy |
468,796
+8,201
| +2% | +$568K | 1.02% | 12 |
|
|
2021
Q1 | $30M | Sell |
460,595
-74,422
| -14% | -$4.81M | 0.96% | 11 |
|
|
2020
Q4 | $34.1M | Sell |
535,017
-16,839
| -3% | -$1.02M | 1.16% | 9 |
|
|
2020
Q3 | $31.9M | Sell |
551,856
-88,260
| -14% | -$5M | 1.26% | 12 |
|
|
2020
Q2 | $33.2M | Sell |
640,116
-54,252
| -8% | -$2.6M | 1.46% | 10 |
|
|
2020
Q1 | $28.7M | Sell |
694,368
-267,536
| -28% | -$12.7M | 1.7% | 10 |
|
|
2019
Q4 | $46.6M | Sell |
961,904
-105,588
| -10% | -$4.89M | 1.96% | 5 |
|
|
2019
Q3 | $48M | Buy |
1,067,492
+101,696
| +11% | +$4.6M | 2.31% | 3 |
|
|
2019
Q2 | $43.3M | Buy |
965,796
+129,848
| +16% | +$5.71M | 2.23% | 3 |
|
|
2019
Q1 | $36M | Buy |
835,948
+88,144
| +12% | +$3.61M | 2.05% | 4 |
|
|
2018
Q4 | $28.2M | Sell |
747,804
-195,372
| -21% | -$7.91M | 2.05% | 4 |
|
|
2018
Q3 | $41.8M | Buy |
943,176
+143,340
| +18% | +$6.16M | 2.46% | 4 |
|
|
2018
Q2 | $32.5M | Buy |
799,836
+126,908
| +19% | +$5.1M | 2.18% | 3 |
|
|
2018
Q1 | $26.1M | Buy |
672,928
+146,032
| +28% | +$5.83M | 1.91% | 3 |
|
|
2017
Q4 | $20.1M | Sell |
526,896
-51,892
| -9% | -$1.94M | 1.55% | 4 |
|
|
2017
Q3 | $20.8M | Buy |
578,788
+266,576
| +85% | +$9.39M | 1.71% | 4 |
|
|
2017
Q2 | $10.7M | Buy |
312,212
+59,988
| +24% | +$2.03M | 1% | 7 |
|
|
2017
Q1 | $8.29M | Sell |
252,224
-1,300
| -0.5% | -$41.7K | 0.8% | 17 |
|
|
2016
Q4 | $7.72M | Sell |
253,524
-153,384
| -38% | -$4.63M | 0.84% | 20 |
|
|
2016
Q3 | $12.4M | Buy |
406,908
+123,320
| +43% | +$3.74M | 1.47% | 5 |
|
|
2016
Q2 | $8.27M | Buy |
283,588
+35,440
| +14% | +$1.03M | 1.08% | 10 |
|
|
2016
Q1 | $7.19M | Sell |
248,148
-109,996
| -31% | -$3.03M | 0.98% | 13 |
|
|
2015
Q4 | $10.4M | Buy |
358,144
+190,524
| +114% | +$5.54M | 1.45% | 5 |
|
|
2015
Q3 | $4.52M | Buy |
167,620
+67,580
| +68% | +$1.92M | 0.72% | 21 |
|
|
2015
Q2 | $2.85M | Sell |
100,040
-5,568
| -5% | -$161K | 0.39% | 57 |
|
|
2015
Q1 | $3.01M | Sell |
105,608
-12,128
| -10% | -$344K | 0.4% | 47 |
|
|
2014
Q4 | $3.29M | Buy |
+117,736
| New | +$3.22M | 0.43% | 49 |
|
Other funds holding IVW
Sigma Planning Corp's IVW Position: Q1 2026 in Review
Sigma Planning Corp reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.38% in Q1 2026, selling an estimated $196K and leaving 432,346 shares worth $48.9M. The position accounts for 1.36% of the portfolio, ranked #9.
Sigma Planning Corp first reported a position in IVW in Q4 2014 and has held it in 46 quarters since. The position peaked at $53.5M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Sigma Planning Corp held 432,346 shares of iShares S&P 500 Growth ETF worth $48.9M as of Q1 2026.
- Sigma Planning Corp sold 1,631 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $196K.
- iShares S&P 500 Growth ETF made up 1.36% of Sigma Planning Corp's portfolio in Q1 2026, its #9 holding.
- Sigma Planning Corp first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's iShares S&P 500 Growth ETF position peaked at $53.5M in Q4 2025.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.