Sigma Planning Corp’s iShares US Industrials ETF IYJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $225K | Buy |
+1,581
| New | +$225K | 0.01% | 1127 |
|
2024
Q3 | – | Sell |
-5,406
| Closed | -$646K | – | 1238 |
|
2024
Q2 | $646K | Sell |
5,406
-135
| -2% | -$16.1K | 0.02% | 624 |
|
2024
Q1 | $697K | Buy |
+5,541
| New | +$697K | 0.02% | 633 |
|
2020
Q4 | – | Sell |
-3,468
| Closed | -$290K | – | 1213 |
|
2020
Q3 | $290K | Buy |
3,468
+104
| +3% | +$8.7K | 0.01% | 798 |
|
2020
Q2 | $254K | Sell |
3,364
-3,652
| -52% | -$276K | 0.01% | 840 |
|
2020
Q1 | $436K | Sell |
7,016
-13,460
| -66% | -$836K | 0.03% | 526 |
|
2019
Q4 | $1.72M | Buy |
+20,476
| New | +$1.72M | 0.07% | 280 |
|
2018
Q2 | – | Sell |
-3,330
| Closed | -$241K | – | 916 |
|
2018
Q1 | $241K | Buy |
3,330
+198
| +6% | +$14.3K | 0.02% | 700 |
|
2017
Q4 | $231K | Buy |
+3,132
| New | +$231K | 0.02% | 711 |
|
2017
Q1 | – | Sell |
-14,276
| Closed | -$861K | – | 791 |
|
2016
Q4 | $861K | Sell |
14,276
-3,812
| -21% | -$230K | 0.09% | 233 |
|
2016
Q3 | $1.03M | Buy |
18,088
+3,496
| +24% | +$200K | 0.12% | 195 |
|
2016
Q2 | $802K | Buy |
+14,592
| New | +$802K | 0.1% | 220 |
|
2015
Q2 | – | Sell |
-15,062
| Closed | -$812K | – | 742 |
|
2015
Q1 | $812K | Buy |
15,062
+9,562
| +174% | +$515K | 0.11% | 230 |
|
2014
Q4 | $293K | Buy |
+5,500
| New | +$293K | 0.04% | 505 |
|