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