Sigma Planning Corp’s iShares US Healthcare ETF IYH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.4M	Buy	22,768 +12,222	+116%	+$790K	0.04%	444
2025 Q4	$687K	Sell	10,546 -91	-0.9%	-$5.74K	0.02%	681
2025 Q3	$625K	Sell	10,637 -4,209	-28%	-$240K	0.02%	720
2025 Q2	$838K	Sell	14,846 -5,377	-27%	-$303K	0.03%	557
2025 Q1	$1.23M	Sell	20,223 -6,335	-24%	-$387K	0.04%	418
2024 Q4	$1.55M	Sell	26,558 -7,106	-21%	-$439K	0.05%	352
2024 Q3	$2.19M	Sell	33,664 -550	-2%	-$35.1K	0.07%	269
2024 Q2	$2.1M	Sell	34,214 -12,508	-27%	-$753K	0.07%	280
2024 Q1	$2.89M	Buy	46,722 +28,667	+159%	+$1.72M	0.09%	224
2023 Q4	$1.03M	Sell	18,055 -36,720	-67%	-$2M	0.08%	260
2023 Q3	$2.96M	Buy	54,775 +2,855	+5%	+$160K	0.11%	185
2023 Q2	$2.91M	Buy	51,920 +3,890	+8%	+$216K	0.1%	211
2023 Q1	$2.62M	Buy	48,030 +6,350	+15%	+$348K	0.09%	240
2022 Q4	$2.37M	Buy	41,680 +11,180	+37%	+$617K	0.08%	248
2022 Q3	$1.54M	Buy	30,500 +1,960	+7%	+$106K	0.06%	320
2022 Q2	$1.53M	Buy	28,540 +690	+2%	+$37.9K	0.06%	329
2022 Q1	$1.61M	Sell	27,850 -65	-0.2%	-$3.63K	0.05%	368
2021 Q4	$1.68M	Sell	27,915 -1,085	-4%	-$62K	0.05%	369
2021 Q3	$1.6M	Buy	29,000 +1,760	+6%	+$101K	0.05%	389
2021 Q2	$1.49M	Buy	27,240 +1,580	+6%	+$83.6K	0.04%	413
2021 Q1	$1.3M	Sell	25,660 -830	-3%	-$41.7K	0.04%	422
2020 Q4	$1.3M	Sell	26,490 -30,520	-54%	-$1.44M	0.05%	377
2020 Q3	$2.59M	Buy	57,010 +4,525	+9%	+$205K	0.1%	211
2020 Q2	$2.26M	Buy	52,485 +18,405	+54%	+$777K	0.1%	216
2020 Q1	$1.28M	Sell	34,080 -33,325	-49%	-$1.37M	0.08%	271
2019 Q4	$2.91M	Buy	67,405 +40,285	+149%	+$1.63M	0.13%	172
2019 Q3	$1.02M	Buy	27,120 +8,680	+47%	+$334K	0.05%	363
2019 Q2	$720K	Buy	18,440 +1,530	+9%	+$57.9K	0.04%	435
2019 Q1	$655K	Sell	16,910 -10,965	-39%	-$417K	0.04%	435
2018 Q4	$1.01M	Buy	27,875 +9,985	+56%	+$383K	0.07%	259
2018 Q3	$726K	Buy	17,890 +1,050	+6%	+$40.5K	0.04%	377
2018 Q2	$600K	Sell	16,840 -3,110	-16%	-$110K	0.04%	403
2018 Q1	$689K	Buy	19,950 +2,320	+13%	+$83.5K	0.05%	348
2017 Q4	$614K	Sell	17,630 -11,395	-39%	-$396K	0.05%	384
2017 Q3	$998K	Buy	29,025 +11,830	+69%	+$399K	0.08%	253
2017 Q2	$572K	Sell	17,195 -30,010	-64%	-$959K	0.05%	373
2017 Q1	$1.47M	Buy	47,205 +33,415	+242%	+$1.02M	0.14%	175
2016 Q4	$398K	Sell	13,790 -1,100	-7%	-$31.9K	0.04%	420
2016 Q3	$447K	Buy	14,890 +3,140	+27%	+$95.9K	0.05%	372
2016 Q2	$349K	Buy	11,750 +1,695	+17%	+$49.5K	0.05%	434
2016 Q1	$283K	Sell	10,055 -4,740	-32%	-$131K	0.04%	472
2015 Q4	$444K	Sell	14,795 -2,160	-13%	-$64.2K	0.06%	346
2015 Q3	$475K	Sell	16,955 -21,965	-56%	-$684K	0.08%	308
2015 Q2	$1.24M	Buy	38,920 +2,930	+8%	+$92.2K	0.17%	147
2015 Q1	$1.11M	Buy	35,990 +25,810	+254%	+$779K	0.15%	169
2014 Q4	$294K	Buy	+10,180	New	+$287K	0.04%	501