Sigma Planning Corp
IYG icon

Sigma Planning Corp’s iShares US Financial Services ETF IYG Stock Holding History

Sigma Planning Corp’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Buy
2,931
+3
+0.1% +$263 0.01% 1176
2026
Q1 		$243K Sell
2,928
-193
-6% -$16.9K 0.01% 1142
2025
Q4 		$288K Buy
3,121
+434
+16% +$38.7K 0.01% 1047
2025
Q3 		$241K Buy
2,687
+3
+0.1% +$264 0.01% 1136
2025
Q2 		$230K Sell
2,684
-479
-15% -$38K 0.01% 1115
2025
Q1 		$248K Buy
3,163
+275
+10% +$22.1K 0.01% 1036
2024
Q4 		$225K Sell
2,888
-21
-0.7% -$1.62K 0.01% 1042
2024
Q3 		$207K Buy
+2,909
New +$200K 0.01% 1126
2023
Q1 		– Sell
-4,848
Closed -$255K – 1334
2022
Q4 		$255K Buy
4,848
+12
+0.2% +$629 0.01% 1033
2022
Q3 		$228K Sell
4,836
-1,299
-21% -$68.2K 0.01% 1062
2022
Q2 		$303K Sell
6,135
-114
-2% -$6.18K 0.01% 981
2022
Q1 		$376K Sell
6,249
-3,726
-37% -$235K 0.01% 965
2021
Q4 		$642K Buy
9,975
+93
+0.9% +$6.06K 0.02% 736
2021
Q3 		$620K Buy
9,882
+5,655
+134% +$355K 0.02% 721
2021
Q2 		$261K Sell
4,227
-1,062
-20% -$64.9K 0.01% 1159
2021
Q1 		$302K Sell
5,289
-258
-5% -$14K 0.01% 991
2020
Q4 		$277K Sell
5,547
-3,645
-40% -$164K 0.01% 944
2020
Q3 		$374K Buy
9,192
+663
+8% +$27.3K 0.01% 709
2020
Q2 		$339K Buy
+8,529
New +$328K 0.01% 732
2019
Q1 		– Sell
-6,204
Closed -$232K – 972
2018
Q4 		$232K Sell
6,204
-1,851
-23% -$76.3K 0.02% 700
2018
Q3 		$358K Buy
+8,055
New +$364K 0.02% 617

Other funds holding IYG

Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sigma Planning Corp's IYG Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares US Financial Services ETF (IYG) stake by 0.1% in Q2 2026, buying an estimated $263 and bringing the position to 2,931 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #1176.

Sigma Planning Corp first reported a position in IYG in Q3 2018 and has held it in 21 quarters since. The position peaked at $642K in Q4 2021. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Sigma Planning Corp held 2,931 shares of iShares US Financial Services ETF worth $265K as of Q2 2026.
  • Sigma Planning Corp bought 3 iShares US Financial Services ETF shares in Q2 2026, an estimated $263.
  • iShares US Financial Services ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1176 holding.
  • Sigma Planning Corp first reported a position in iShares US Financial Services ETF in Q3 2018 and has held it in 21 quarters since.
  • Sigma Planning Corp's iShares US Financial Services ETF position peaked at $642K in Q4 2021.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.