Sigma Planning Corp’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
10,415
+167
| +2% | +$20.2K | 0.04% | 431 |
|
|
2025
Q1 | $1.16M | Buy |
10,248
+1,655
| +19% | +$187K | 0.04% | 444 |
|
|
2024
Q4 | $950K | Sell |
8,593
-265
| -3% | -$29.3K | 0.03% | 506 |
|
|
2024
Q3 | $920K | Sell |
8,858
-5,551
| -39% | -$577K | 0.03% | 528 |
|
|
2024
Q2 | $1.36M | Sell |
14,409
-225
| -2% | -$21.3K | 0.04% | 384 |
|
|
2024
Q1 | $1.4M | Buy |
14,634
+4,896
| +50% | +$468K | 0.04% | 401 |
|
|
2023
Q4 | $832K | Sell |
9,738
-2,152
| -18% | -$184K | 0.07% | 308 |
|
|
2023
Q3 | $889K | Sell |
11,890
-501
| -4% | -$37.5K | 0.03% | 497 |
|
|
2023
Q2 | $925K | Sell |
12,391
-819
| -6% | -$61.1K | 0.03% | 482 |
|
|
2023
Q1 | $940K | Sell |
13,210
-2,084
| -14% | -$148K | 0.03% | 538 |
|
|
2022
Q4 | $1.15M | Buy |
15,294
+4
| +0% | +$302 | 0.04% | 430 |
|
|
2022
Q3 | $1.03M | Sell |
15,290
-442
| -3% | -$29.9K | 0.04% | 447 |
|
|
2022
Q2 | $1.1M | Sell |
15,732
-2,671
| -15% | -$187K | 0.04% | 427 |
|
|
2022
Q1 | $1.56M | Buy |
18,403
+762
| +4% | +$64.4K | 0.05% | 387 |
|
|
2021
Q4 | $1.53M | Sell |
17,641
-1,009
| -5% | -$87.5K | 0.04% | 390 |
|
|
2021
Q3 | $1.54M | Buy |
18,650
+2,035
| +12% | +$168K | 0.05% | 406 |
|
|
2021
Q2 | $1.35M | Sell |
16,615
-173
| -1% | -$14K | 0.04% | 444 |
|
|
2021
Q1 | $1.26M | Buy |
16,788
+336
| +2% | +$25.2K | 0.04% | 428 |
|
|
2020
Q4 | $1.1M | Sell |
16,452
-9,814
| -37% | -$656K | 0.04% | 408 |
|
|
2020
Q3 | $1.49M | Buy |
26,266
+3,990
| +18% | +$226K | 0.06% | 304 |
|
|
2020
Q2 | $1.23M | Sell |
22,276
-6,558
| -23% | -$361K | 0.05% | 333 |
|
|
2020
Q1 | $1.4M | Sell |
28,834
-23,464
| -45% | -$1.14M | 0.08% | 249 |
|
|
2019
Q4 | $3.6M | Buy |
52,298
+27,756
| +113% | +$1.91M | 0.15% | 145 |
|
|
2019
Q3 | $1.58M | Sell |
24,542
-4,658
| -16% | -$300K | 0.08% | 271 |
|
|
2019
Q2 | $1.83M | Buy |
29,200
+8,022
| +38% | +$504K | 0.09% | 231 |
|
|
2019
Q1 | $1.25M | Sell |
21,178
-1,446
| -6% | -$85.4K | 0.07% | 268 |
|
|
2018
Q4 | $1.2M | Buy |
22,624
+994
| +5% | +$52.9K | 0.09% | 224 |
|
|
2018
Q3 | $1.31M | Buy |
21,630
+542
| +3% | +$32.9K | 0.08% | 247 |
|
|
2018
Q2 | $1.24M | Sell |
21,088
-3,438
| -14% | -$202K | 0.08% | 241 |
|
|
2018
Q1 | $1.45M | Sell |
24,526
-6,862
| -22% | -$404K | 0.11% | 205 |
|
|
2017
Q4 | $1.87M | Sell |
31,388
-1,164
| -4% | -$69.5K | 0.14% | 175 |
|
|
2017
Q3 | $1.83M | Sell |
32,552
-642
| -2% | -$36K | 0.15% | 162 |
|
|
2017
Q2 | $1.79M | Sell |
33,194
-19,854
| -37% | -$1.07M | 0.17% | 158 |
|
|
2017
Q1 | $2.76M | Sell |
53,048
-1,260
| -2% | -$65.6K | 0.27% | 83 |
|
|
2016
Q4 | $2.76M | Buy |
54,308
+9,846
| +22% | +$499K | 0.3% | 70 |
|
|
2016
Q3 | $2M | Buy |
44,462
+2,582
| +6% | +$116K | 0.24% | 96 |
|
|
2016
Q2 | $1.8M | Buy |
41,880
+24,376
| +139% | +$1.05M | 0.23% | 101 |
|
|
2016
Q1 | $740K | Sell |
17,504
-1,320
| -7% | -$55.8K | 0.1% | 230 |
|
|
2015
Q4 | $832K | Buy |
18,824
+4,776
| +34% | +$211K | 0.12% | 209 |
|
|
2015
Q3 | $591K | Buy |
14,048
+1,540
| +12% | +$64.8K | 0.09% | 252 |
|
|
2015
Q2 | $561K | Buy |
12,508
+4,910
| +65% | +$220K | 0.08% | 300 |
|
|
2015
Q1 | $338K | Buy |
7,598
+144
| +2% | +$6.41K | 0.04% | 486 |
|
|
2014
Q4 | $336K | Buy |
+7,454
| New | +$336K | 0.04% | 458 |
|