Sigma Planning Corp’s iShares US Financials ETF IYF Stock Holding History

Sigma Planning Corp’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.24M	Sell	10,513 -102	-1%	-$12.7K	0.03%	489
2025 Q4	$1.37M	Buy	10,615 +30	+0.3%	+$3.75K	0.04%	428
2025 Q3	$1.34M	Buy	10,585 +170	+2%	+$21K	0.04%	435
2025 Q2	$1.26M	Buy	10,415 +167	+2%	+$18.8K	0.04%	431
2025 Q1	$1.16M	Buy	10,248 +1,655	+19%	+$190K	0.04%	444
2024 Q4	$950K	Sell	8,593 -265	-3%	-$29.5K	0.03%	506
2024 Q3	$920K	Sell	8,858 -5,551	-39%	-$557K	0.03%	528
2024 Q2	$1.36M	Sell	14,409 -225	-2%	-$21.1K	0.04%	384
2024 Q1	$1.4M	Buy	14,634 +4,896	+50%	+$436K	0.04%	401
2023 Q4	$832K	Sell	9,738 -2,152	-18%	-$168K	0.07%	308
2023 Q3	$889K	Sell	11,890 -501	-4%	-$38.6K	0.03%	497
2023 Q2	$925K	Sell	12,391 -819	-6%	-$59.1K	0.03%	482
2023 Q1	$940K	Sell	13,210 -2,084	-14%	-$160K	0.03%	538
2022 Q4	$1.15M	Buy	15,294 +4	+0%	+$300	0.04%	430
2022 Q3	$1.03M	Sell	15,290 -442	-3%	-$32.6K	0.04%	449
2022 Q2	$1.1M	Sell	15,732 -2,671	-15%	-$204K	0.04%	429
2022 Q1	$1.56M	Buy	18,403 +762	+4%	+$65.6K	0.05%	387
2021 Q4	$1.53M	Sell	17,641 -1,009	-5%	-$87.9K	0.04%	392
2021 Q3	$1.54M	Buy	18,650 +2,035	+12%	+$169K	0.05%	410
2021 Q2	$1.35M	Sell	16,615 -173	-1%	-$13.9K	0.04%	448
2021 Q1	$1.26M	Buy	16,788 +336	+2%	+$23.9K	0.04%	430
2020 Q4	$1.1M	Sell	16,452 -9,814	-37%	-$606K	0.04%	412
2020 Q3	$1.49M	Buy	26,266 +3,990	+18%	+$229K	0.06%	307
2020 Q2	$1.23M	Sell	22,276 -6,558	-23%	-$350K	0.05%	334
2020 Q1	$1.4M	Sell	28,834 -23,464	-45%	-$1.48M	0.08%	250
2019 Q4	$3.6M	Buy	52,298 +27,756	+113%	+$1.84M	0.16%	146
2019 Q3	$1.58M	Sell	24,542 -4,658	-16%	-$296K	0.08%	271
2019 Q2	$1.83M	Buy	29,200 +8,022	+38%	+$494K	0.09%	231
2019 Q1	$1.25M	Sell	21,178 -1,446	-6%	-$84K	0.07%	269
2018 Q4	$1.2M	Buy	22,624 +994	+5%	+$57K	0.09%	226
2018 Q3	$1.31M	Buy	21,630 +542	+3%	+$33.2K	0.08%	248
2018 Q2	$1.24M	Sell	21,088 -3,438	-14%	-$205K	0.08%	241
2018 Q1	$1.45M	Sell	24,526 -6,862	-22%	-$416K	0.11%	206
2017 Q4	$1.87M	Sell	31,388 -1,164	-4%	-$67.6K	0.15%	176
2017 Q3	$1.82M	Sell	32,552 -642	-2%	-$35K	0.15%	163
2017 Q2	$1.78M	Sell	33,194 -19,854	-37%	-$1.04M	0.17%	158
2017 Q1	$2.76M	Sell	53,048 -1,260	-2%	-$65.7K	0.27%	83
2016 Q4	$2.75M	Buy	54,308 +9,846	+22%	+$470K	0.3%	70
2016 Q3	$2M	Buy	44,462 +2,582	+6%	+$116K	0.24%	97
2016 Q2	$1.8M	Buy	41,880 +24,376	+139%	+$1.05M	0.24%	101
2016 Q1	$740K	Sell	17,504 -1,320	-7%	-$53.5K	0.1%	230
2015 Q4	$832K	Buy	18,824 +4,776	+34%	+$213K	0.12%	209
2015 Q3	$591K	Buy	14,048 +1,540	+12%	+$68.7K	0.09%	253
2015 Q2	$561K	Buy	12,508 +4,910	+65%	+$222K	0.08%	300
2015 Q1	$338K	Buy	7,598 +144	+2%	+$6.39K	0.04%	486
2014 Q4	$336K	Buy	+7,454	New	+$324K	0.04%	458