Sigma Planning Corp
IYJ icon

Sigma Planning Corp’s iShares US Industrials ETF IYJ Stock Holding History

Sigma Planning Corp’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$241K Buy
1,571
+43
+3% +$6.99K 0.01% 1158
2026
Q2 		$255K Sell
1,528
-57
-4% -$8.97K 0.01% 1200
2026
Q1 		$234K Buy
1,585
+1
+0.1% +$155 0.01% 1163
2025
Q4 		$235K Buy
1,584
+1
+0.1% +$146 0.01% 1135
2025
Q3 		$231K Buy
1,583
+2
+0.1% +$290 0.01% 1151
2025
Q2 		$225K Buy
+1,581
New +$211K 0.01% 1130
2024
Q3 		– Sell
-5,406
Closed -$646K – 1246
2024
Q2 		$646K Sell
5,406
-135
-2% -$16.5K 0.02% 624
2024
Q1 		$697K Buy
+5,541
New +$655K 0.02% 633
2020
Q4 		– Sell
-3,468
Closed -$290K – 1236
2020
Q3 		$290K Buy
3,468
+104
+3% +$8.46K 0.01% 806
2020
Q2 		$254K Sell
3,364
-3,652
-52% -$256K 0.01% 847
2020
Q1 		$436K Sell
7,016
-13,460
-66% -$1.05M 0.03% 530
2019
Q4 		$1.72M Buy
+20,476
New +$1.67M 0.07% 281
2018
Q2 		– Sell
-3,330
Closed -$241K – 921
2018
Q1 		$241K Buy
3,330
+198
+6% +$14.9K 0.02% 703
2017
Q4 		$231K Buy
+3,132
New +$224K 0.02% 715
2017
Q1 		– Sell
-14,276
Closed -$861K – 793
2016
Q4 		$861K Sell
14,276
-3,812
-21% -$223K 0.09% 233
2016
Q3 		$1.03M Buy
18,088
+3,496
+24% +$199K 0.12% 196
2016
Q2 		$802K Buy
+14,592
New +$792K 0.1% 220
2015
Q2 		– Sell
-15,062
Closed -$812K – 742
2015
Q1 		$812K Buy
15,062
+9,562
+174% +$512K 0.11% 230
2014
Q4 		$293K Buy
+5,500
New +$286K 0.04% 505

Other funds holding IYJ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return
Legacy Edge Advisors
Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Southern Capital Advisors
Southern Capital Advisors Jackson, Tennessee $266M AUM 14.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Odyssey Capital Advisors
Odyssey Capital Advisors Bala Cynwyd, Pennsylvania $140M AUM 24.75% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sigma Planning Corp's IYJ Position: Q3 2026 in Review

Sigma Planning Corp increased its iShares US Industrials ETF (IYJ) stake by 2.8% in Q3 2026, buying an estimated $6.99K and bringing the position to 1,571 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #1158.

Sigma Planning Corp first reported a position in IYJ in Q4 2014 and has held it in 19 quarters since. The position peaked at $1.72M in Q4 2019. 175 funds tracked by Wall St. Rank hold IYJ as of Q3 2026.

  • Sigma Planning Corp held 1,571 shares of iShares US Industrials ETF worth $241K as of Q3 2026.
  • Sigma Planning Corp bought 43 iShares US Industrials ETF shares in Q3 2026, an estimated $6.99K.
  • iShares US Industrials ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1158 holding.
  • Sigma Planning Corp first reported a position in iShares US Industrials ETF in Q4 2014 and has held it in 19 quarters since.
  • Sigma Planning Corp's iShares US Industrials ETF position peaked at $1.72M in Q4 2019.
  • 175 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.