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Sigma Planning Corp’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Sigma Planning Corp’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,003
Closed -$569K – 1245
2024
Q2 		$569K Sell
7,003
-92
-1% -$7.32K 0.02% 677
2024
Q1 		$582K Buy
+7,095
New +$553K 0.02% 704
2021
Q1 		– Sell
-2,898
Closed -$204K – 1374
2020
Q4 		$204K Sell
2,898
-19,902
-87% -$1.32M 0.01% 1103
2020
Q3 		$1.43M Buy
22,800
+17,008
+294% +$1.03M 0.06% 316
2020
Q2 		$317K Buy
+5,792
New +$300K 0.01% 761
2019
Q4 		– Sell
-27,832
Closed -$1.51M – 1074
2019
Q3 		$1.51M Sell
27,832
-3,080
-10% -$169K 0.07% 278
2019
Q2 		$1.68M Buy
+30,912
New +$1.64M 0.09% 247
2018
Q4 		– Sell
-7,660
Closed -$406K – 910
2018
Q3 		$406K Buy
7,660
+1,924
+34% +$98K 0.02% 565
2018
Q2 		$278K Sell
5,736
-2,436
-30% -$115K 0.02% 681
2018
Q1 		$373K Buy
8,172
+972
+14% +$45.7K 0.03% 525
2017
Q4 		$323K Buy
7,200
+1,716
+31% +$73.1K 0.02% 575
2017
Q3 		$225K Sell
5,484
-21,016
-79% -$863K 0.02% 721
2017
Q2 		$1.09M Buy
26,500
+20,924
+375% +$861K 0.1% 226
2017
Q1 		$224K Sell
5,576
-16,552
-75% -$651K 0.02% 663
2016
Q4 		$835K Buy
+22,128
New +$823K 0.09% 240
2016
Q1 		– Sell
-7,124
Closed -$258K – 739
2015
Q4 		$258K Sell
7,124
-4,320
-38% -$157K 0.04% 508
2015
Q3 		$394K Sell
11,444
-23,908
-68% -$862K 0.06% 360
2015
Q2 		$1.26M Buy
35,352
+2,484
+8% +$89.8K 0.17% 145
2015
Q1 		$1.19M Buy
32,868
+19,436
+145% +$684K 0.16% 161
2014
Q4 		$463K Buy
+13,432
New +$434K 0.06% 346

Other funds holding IYC

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sigma Planning Corp's IYC Position: Q3 2024 in Review

Sigma Planning Corp sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2024, closing a stake of 7,003 shares — an estimated $569K sold.

Sigma Planning Corp first reported a position in IYC in Q4 2014 and held it in 20 quarters. The position peaked at $1.68M in Q2 2019. 212 funds tracked by Wall St. Rank hold IYC as of Q3 2024.

  • Sigma Planning Corp reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 7,003 iShares US Consumer Discretionary ETF shares in Q3 2024, an estimated $569K.
  • Sigma Planning Corp first reported a position in iShares US Consumer Discretionary ETF in Q4 2014 and held it in 20 quarters.
  • Sigma Planning Corp's iShares US Consumer Discretionary ETF position peaked at $1.68M in Q2 2019.
  • 212 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2024.

Based on Sigma Planning Corp's 13F filing for Q3 2024, filed 4 Nov 2024.