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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $636K | Buy |
1,553
+200
| +15% | +$79.3K | 0.02% | 801 |
|
|
2026
Q1 | $483K | Buy |
1,353
+590
| +77% | +$220K | 0.01% | 849 |
|
|
2025
Q4 | $285K | Buy |
763
+14
| +2% | +$5.19K | 0.01% | 1053 |
|
|
2025
Q3 | $274K | Buy |
749
+45
| +6% | +$15.8K | 0.01% | 1064 |
|
|
2025
Q2 | $239K | Sell |
704
-23
| -3% | -$7.22K | 0.01% | 1094 |
|
|
2025
Q1 | $223K | Buy |
727
+27
| +4% | +$8.73K | 0.01% | 1083 |
|
|
2024
Q4 | $226K | Buy |
700
+6
| +0.9% | +$1.94K | 0.01% | 1039 |
|
|
2024
Q3 | $218K | Sell |
694
-1
| -0.1% | -$303 | 0.01% | 1098 |
|
|
2024
Q2 | $207K | Buy |
+695
| New | +$200K | 0.01% | 1074 |
|
|
2022
Q2 | – | Sell |
-3,706
| Closed | -$927K | – | 1372 |
|
|
2022
Q1 | $927K | Buy |
3,706
+495
| +15% | +$122K | 0.03% | 566 |
|
|
2021
Q4 | $849K | Buy |
3,211
+192
| +6% | +$49.4K | 0.02% | 614 |
|
|
2021
Q3 | $730K | Buy |
3,019
+22
| +0.7% | +$5.47K | 0.02% | 657 |
|
|
2021
Q2 | $726K | Buy |
2,997
+280
| +10% | +$66K | 0.02% | 669 |
|
|
2021
Q1 | $608K | Buy |
2,717
+63
| +2% | +$13.8K | 0.02% | 691 |
|
|
2020
Q4 | $562K | Buy |
2,654
+207
| +8% | +$41.3K | 0.02% | 653 |
|
|
2020
Q3 | $458K | Buy |
+2,447
| New | +$452K | 0.02% | 636 |
|
|
2020
Q2 | – | Sell |
-6,186
| Closed | -$876K | – | 1082 |
|
|
2020
Q1 | $876K | Sell |
6,186
-452
| -7% | -$76.4K | 0.05% | 353 |
|
|
2019
Q4 | $1.18M | Buy |
6,638
+437
| +7% | +$74.6K | 0.05% | 361 |
|
|
2019
Q3 | $1.02M | Buy |
6,201
+324
| +6% | +$53.2K | 0.05% | 367 |
|
|
2019
Q2 | $957K | Buy |
5,877
+2,771
| +89% | +$444K | 0.05% | 350 |
|
|
2019
Q1 | $489K | Sell |
3,106
-888
| -22% | -$134K | 0.03% | 516 |
|
|
2018
Q4 | $554K | Sell |
3,994
-727
| -15% | -$109K | 0.04% | 406 |
|
|
2018
Q3 | $764K | Buy |
4,721
+324
| +7% | +$51.4K | 0.04% | 361 |
|
|
2018
Q2 | $668K | Buy |
4,397
+56
| +1% | +$8.44K | 0.04% | 384 |
|
|
2018
Q1 | $638K | Sell |
4,341
-183
| -4% | -$27.8K | 0.05% | 369 |
|
|
2017
Q4 | $672K | Buy |
4,524
+249
| +6% | +$36.1K | 0.05% | 351 |
|
|
2017
Q3 | $598K | Buy |
4,275
+430
| +11% | +$59K | 0.05% | 373 |
|
|
2017
Q2 | $520K | Buy |
3,845
+115
| +3% | +$15.4K | 0.05% | 397 |
|
|
2017
Q1 | $490K | Buy |
3,730
+619
| +20% | +$80.2K | 0.05% | 397 |
|
|
2016
Q4 | $387K | Buy |
3,111
+106
| +4% | +$12.9K | 0.04% | 434 |
|
|
2016
Q3 | $362K | Buy |
3,005
+25
| +0.8% | +$3K | 0.04% | 449 |
|
|
2016
Q2 | $348K | Sell |
2,980
-1,282
| -30% | -$148K | 0.05% | 435 |
|
|
2016
Q1 | $486K | Sell |
4,262
-10,670
| -71% | -$1.15M | 0.07% | 317 |
|
|
2015
Q4 | $1.69M | Buy |
14,932
+883
| +6% | +$101K | 0.24% | 95 |
|
|
2015
Q3 | $1.5M | Buy |
14,049
+9,147
| +187% | +$1.04M | 0.24% | 98 |
|
|
2015
Q2 | $569K | Sell |
4,902
-534
| -10% | -$63K | 0.08% | 298 |
|
|
2015
Q1 | $630K | Sell |
5,436
-639
| -11% | -$73.8K | 0.08% | 290 |
|
|
2014
Q4 | $696K | Buy |
+6,075
| New | +$681K | 0.09% | 254 |
|
Other funds holding IWB
CCA
MRC
JIC
NMIFOAC
Sigma Planning Corp's IWB Position: Q2 2026 in Review
Sigma Planning Corp increased its iShares Russell 1000 ETF (IWB) stake by 15% in Q2 2026, buying an estimated $79.3K and bringing the position to 1,553 shares worth $636K. The position accounts for 0.02% of the portfolio, ranked #801.
Sigma Planning Corp first reported a position in IWB in Q4 2014 and has held it in 38 quarters since. The position peaked at $1.69M in Q4 2015. 1,050 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Sigma Planning Corp held 1,553 shares of iShares Russell 1000 ETF worth $636K as of Q2 2026.
- Sigma Planning Corp bought 200 iShares Russell 1000 ETF shares in Q2 2026, an estimated $79.3K.
- iShares Russell 1000 ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #801 holding.
- Sigma Planning Corp first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 38 quarters since.
- Sigma Planning Corp's iShares Russell 1000 ETF position peaked at $1.69M in Q4 2015.
- 1,050 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.