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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	–	1238
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	0.08%	281
2018 Q2	–	Sell	-3,330	Closed	-$241K	–	922
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