Sigma Planning Corp’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
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|
2025
Q1 | $223K | Buy |
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|
2024
Q4 | $226K | Buy |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $927K | Buy |
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|
2021
Q4 | $849K | Buy |
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|
2021
Q3 | $730K | Buy |
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|
2021
Q2 | $726K | Buy |
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|
2021
Q1 | $608K | Buy |
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|
2020
Q4 | $562K | Buy |
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|
2020
Q3 | $458K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $876K | Sell |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $957K | Buy |
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|
2019
Q1 | $489K | Sell |
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|
2018
Q4 | $554K | Sell |
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|
2018
Q3 | $764K | Buy |
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|
2018
Q2 | $668K | Buy |
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|
2018
Q1 | $638K | Sell |
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|
2017
Q4 | $672K | Buy |
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|
2017
Q3 | $598K | Buy |
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|
2017
Q2 | $520K | Buy |
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|
2017
Q1 | $490K | Buy |
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|
2016
Q4 | $387K | Buy |
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|
2016
Q3 | $362K | Buy |
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|
2016
Q2 | $348K | Sell |
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|
2016
Q1 | $486K | Sell |
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|
2015
Q4 | $1.69M | Buy |
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|
2015
Q3 | $1.5M | Buy |
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|
2015
Q2 | $569K | Sell |
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|
2015
Q1 | $630K | Sell |
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|
2014
Q4 | $696K | Buy |
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