Sigma Planning Corp’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
2,684
-479
| -15% | -$41K | 0.01% | 1112 |
|
|
2025
Q1 | $248K | Buy |
3,163
+275
| +10% | +$21.6K | 0.01% | 1034 |
|
|
2024
Q4 | $225K | Sell |
2,888
-21
| -0.7% | -$1.63K | 0.01% | 1042 |
|
|
2024
Q3 | $207K | Buy |
+2,909
| New | +$207K | 0.01% | 1125 |
|
|
2023
Q1 | – | Sell |
-4,848
| Closed | -$255K | – | 1332 |
|
|
2022
Q4 | $255K | Buy |
4,848
+12
| +0.2% | +$630 | 0.01% | 1033 |
|
|
2022
Q3 | $228K | Sell |
4,836
-1,299
| -21% | -$61.2K | 0.01% | 1056 |
|
|
2022
Q2 | $303K | Sell |
6,135
-114
| -2% | -$5.63K | 0.01% | 976 |
|
|
2022
Q1 | $376K | Sell |
6,249
-3,726
| -37% | -$224K | 0.01% | 958 |
|
|
2021
Q4 | $642K | Buy |
9,975
+93
| +0.9% | +$5.99K | 0.02% | 729 |
|
|
2021
Q3 | $620K | Buy |
9,882
+5,655
| +134% | +$355K | 0.02% | 714 |
|
|
2021
Q2 | $261K | Sell |
4,227
-1,062
| -20% | -$65.6K | 0.01% | 1139 |
|
|
2021
Q1 | $302K | Sell |
5,289
-258
| -5% | -$14.7K | 0.01% | 974 |
|
|
2020
Q4 | $277K | Sell |
5,547
-3,645
| -40% | -$182K | 0.01% | 928 |
|
|
2020
Q3 | $374K | Buy |
9,192
+663
| +8% | +$27K | 0.01% | 702 |
|
|
2020
Q2 | $339K | Buy |
+8,529
| New | +$339K | 0.01% | 725 |
|
|
2019
Q1 | – | Sell |
-6,204
| Closed | -$232K | – | 956 |
|
|
2018
Q4 | $232K | Sell |
6,204
-1,851
| -23% | -$69.2K | 0.02% | 686 |
|
|
2018
Q3 | $358K | Buy |
+8,055
| New | +$358K | 0.02% | 607 |
|