Sigma Planning Corp’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$675K Buy
7,791
+57
+0.7% +$5.08K 0.02% 724
2025
Q4
$655K Buy
7,734
+50
+0.7% +$4.19K 0.02% 702
2025
Q3
$635K Buy
7,684
+311
+4% +$24.7K 0.02% 716
2025
Q2
$570K Sell
7,373
-53
-0.7% -$3.87K 0.02% 724
2025
Q1
$518K Sell
7,426
-336
-4% -$23.3K 0.02% 726
2024
Q4
$513K Sell
7,762
-168
-2% -$11.7K 0.02% 738
2024
Q3
$576K Sell
7,930
-35,438
-82% -$2.45M 0.02% 691
2024
Q2
$2.93M Sell
43,368
-656
-1% -$44.5K 0.09% 211
2024
Q1
$2.99M Buy
44,024
+19,699
+81% +$1.29M 0.09% 219
2023
Q4
$1.58M Sell
24,325
-19,557
-45% -$1.2M 0.12% 177
2023
Q3
$2.63M Sell
43,882
-2,618
-6% -$163K 0.1% 216
2023
Q2
$2.91M Buy
46,500
+7,403
+19% +$463K 0.1% 209
2023
Q1
$2.42M Sell
39,097
-1,045
-3% -$64K 0.08% 249
2022
Q4
$2.32M Sell
40,142
-3,063
-7% -$171K 0.08% 250
2022
Q3
$2.2M Sell
43,205
-4,090
-9% -$232K 0.08% 235
2022
Q2
$2.7M Sell
47,295
-317
-0.7% -$19.5K 0.09% 211
2022
Q1
$3.17M Sell
47,612
-5,302
-10% -$360K 0.1% 212
2021
Q4
$3.75M Sell
52,914
-4,961
-9% -$357K 0.1% 201
2021
Q3
$4.11M Sell
57,875
-1,164
-2% -$84.8K 0.12% 179
2021
Q2
$4.33M Sell
59,039
-911
-2% -$66.7K 0.13% 175
2021
Q1
$4.21M Buy
59,950
+4,469
+8% +$313K 0.13% 184
2020
Q4
$3.73M Buy
55,481
+1,143
+2% +$71.8K 0.13% 177
2020
Q3
$3.17M Sell
54,338
-5,465
-9% -$318K 0.13% 182
2020
Q2
$3.26M Sell
59,803
-4,240
-7% -$218K 0.14% 154
2020
Q1
$3.01M Sell
64,043
-9,436
-13% -$533K 0.18% 125
2019
Q4
$4.55M Sell
73,479
-12,806
-15% -$767K 0.19% 119
2019
Q3
$4.98M Buy
86,285
+2,614
+3% +$150K 0.24% 94
2019
Q2
$4.91M Sell
83,671
-16,258
-16% -$948K 0.25% 91
2019
Q1
$5.8M Buy
99,929
+13,507
+16% +$763K 0.33% 64
2018
Q4
$4.54M Sell
86,422
-1,154
-1% -$64K 0.33% 71
2018
Q3
$5.28M Sell
87,576
-466
-0.5% -$28.1K 0.31% 70
2018
Q2
$5.29M Sell
88,042
-3,028
-3% -$190K 0.35% 58
2018
Q1
$5.74M Buy
91,070
+18,924
+26% +$1.22M 0.42% 50
2017
Q4
$4.55M Buy
72,146
+13,973
+24% +$869K 0.35% 58
2017
Q3
$3.55M Buy
58,173
+18,506
+47% +$1.1M 0.29% 71
2017
Q2
$2.27M Buy
39,667
+5,782
+17% +$328K 0.21% 119
2017
Q1
$1.85M Buy
33,885
+14,903
+79% +$794K 0.18% 144
2016
Q4
$958K Buy
18,982
+3,577
+23% +$182K 0.1% 219
2016
Q3
$804K Sell
15,405
-209
-1% -$10.7K 0.1% 232
2016
Q2
$764K Buy
15,614
+1,905
+14% +$94.7K 0.1% 230
2016
Q1
$678K Sell
13,709
-914
-6% -$42.7K 0.09% 243
2015
Q4
$724K Buy
14,623
+949
+7% +$48.4K 0.1% 228
2015
Q3
$668K Sell
13,674
-11,735
-46% -$614K 0.11% 223
2015
Q2
$1.4M Sell
25,409
-4,941
-16% -$285K 0.19% 135
2015
Q1
$1.68M Buy
30,350
+21,884
+258% +$1.19M 0.22% 111
2014
Q4
$451K Buy
+8,466
New +$463K 0.06% 356

Other funds holding IXUS

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

Sigma Planning Corp increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.74% in Q1 2026, buying an estimated $5.08K and bringing the position to 7,791 shares worth $675K. The position accounts for 0.02% of the portfolio, ranked #724.

Sigma Planning Corp first reported a position in IXUS in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.8M in Q1 2019. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Sigma Planning Corp held 7,791 shares of iShares Core MSCI Total International Stock ETF worth $675K as of Q1 2026.
  • Sigma Planning Corp bought 57 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $5.08K.
  • iShares Core MSCI Total International Stock ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #724 holding.
  • Sigma Planning Corp first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's iShares Core MSCI Total International Stock ETF position peaked at $5.8M in Q1 2019.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

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