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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Sigma Planning Corp's IYJ Position: Q2 2026 in Review

Sigma Planning Corp reduced its iShares US Industrials ETF (IYJ) stake by 3.6% in Q2 2026, selling an estimated $8.97K and leaving 1,528 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #1200.

Sigma Planning Corp first reported a position in IYJ in Q4 2014 and has held it in 18 quarters since. The position peaked at $1.72M in Q4 2019. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Sigma Planning Corp held 1,528 shares of iShares US Industrials ETF worth $255K as of Q2 2026.
Sigma Planning Corp sold 57 iShares US Industrials ETF shares in Q2 2026, an estimated $8.97K.
iShares US Industrials ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1200 holding.
Sigma Planning Corp first reported a position in iShares US Industrials ETF in Q4 2014 and has held it in 18 quarters since.
Sigma Planning Corp's iShares US Industrials ETF position peaked at $1.72M in Q4 2019.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.