Sigma Planning Corp’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $215K | Sell |
3,070
-245
| -7% | -$17.6K | 0.01% | 1208 |
|
|
2025
Q4 | $222K | Buy |
3,315
+17
| +0.5% | +$1.15K | 0.01% | 1170 |
|
|
2025
Q3 | $226K | Sell |
3,298
-306
| -8% | -$21.4K | 0.01% | 1166 |
|
|
2025
Q2 | $254K | Sell |
3,604
-93
| -3% | -$6.55K | 0.01% | 1059 |
|
|
2025
Q1 | $265K | Sell |
3,697
-209
| -5% | -$14.2K | 0.01% | 998 |
|
|
2024
Q4 | $256K | Buy |
3,906
+1
| +0% | +$69 | 0.01% | 992 |
|
|
2024
Q3 | $276K | Buy |
3,905
+79
| +2% | +$5.45K | 0.01% | 993 |
|
|
2024
Q2 | $252K | Buy |
3,826
+10
| +0.3% | +$665 | 0.01% | 991 |
|
|
2024
Q1 | $258K | Buy |
+3,816
| New | +$249K | 0.01% | 1025 |
|
|
2023
Q4 | – | Sell |
-5,796
| Closed | -$360K | – | 1026 |
|
|
2023
Q3 | $360K | Sell |
5,796
-2,100
| -27% | -$139K | 0.01% | 849 |
|
|
2023
Q2 | $527K | Buy |
7,896
+318
| +4% | +$21.3K | 0.02% | 715 |
|
|
2023
Q1 | $503K | Sell |
7,578
-12
| -0.2% | -$785 | 0.02% | 791 |
|
|
2022
Q4 | $513K | Sell |
7,590
-126
| -2% | -$8.29K | 0.02% | 755 |
|
|
2022
Q3 | $463K | Buy |
7,716
+1,995
| +35% | +$131K | 0.02% | 760 |
|
|
2022
Q2 | $372K | Buy |
5,721
+2,106
| +58% | +$142K | 0.01% | 880 |
|
|
2022
Q1 | $241K | Buy |
3,615
+321
| +10% | +$21.4K | 0.01% | 1163 |
|
|
2021
Q4 | $220K | Buy |
+3,294
| New | +$206K | 0.01% | 1241 |
|
|
2021
Q1 | – | Sell |
-6,294
| Closed | -$364K | – | 1375 |
|
|
2020
Q4 | $364K | Buy |
6,294
+1,638
| +35% | +$86.9K | 0.01% | 804 |
|
|
2020
Q3 | $232K | Buy |
+4,656
| New | +$222K | 0.01% | 902 |
|
|
2020
Q1 | – | Sell |
-5,007
| Closed | -$222K | – | 1022 |
|
|
2019
Q4 | $222K | Sell |
5,007
-150
| -3% | -$6.41K | 0.01% | 922 |
|
|
2019
Q3 | $218K | Buy |
5,157
+12
| +0.2% | +$496 | 0.01% | 887 |
|
|
2019
Q2 | $208K | Buy |
+5,145
| New | +$207K | 0.01% | 905 |
|
|
2018
Q4 | – | Sell |
-5,502
| Closed | -$218K | – | 911 |
|
|
2018
Q3 | $218K | Sell |
5,502
-729
| -12% | -$29.2K | 0.01% | 841 |
|
|
2018
Q2 | $246K | Sell |
6,231
-195
| -3% | -$7.58K | 0.02% | 738 |
|
|
2018
Q1 | $255K | Sell |
6,426
-660
| -9% | -$27.3K | 0.02% | 672 |
|
|
2017
Q4 | $299K | Sell |
7,086
-117
| -2% | -$4.8K | 0.02% | 608 |
|
|
2017
Q3 | $290K | Sell |
7,203
-23,448
| -76% | -$950K | 0.02% | 623 |
|
|
2017
Q2 | $1.24M | Buy |
30,651
+23,238
| +313% | +$934K | 0.12% | 207 |
|
|
2017
Q1 | $294K | Sell |
7,413
-3,354
| -31% | -$130K | 0.03% | 585 |
|
|
2016
Q4 | $397K | Buy |
10,767
+2,154
| +25% | +$79.7K | 0.04% | 421 |
|
|
2016
Q3 | $327K | Sell |
8,613
-5,394
| -39% | -$209K | 0.04% | 482 |
|
|
2016
Q2 | $539K | Sell |
14,007
-22,626
| -62% | -$850K | 0.07% | 303 |
|
|
2016
Q1 | $1.37M | Buy |
36,633
+4,941
| +16% | +$176K | 0.19% | 126 |
|
|
2015
Q4 | $1.15M | Buy |
+31,692
| New | +$1.14M | 0.16% | 152 |
|
Other funds holding IYK
DWM
OCA
SWP
SPIA
Sigma Planning Corp's IYK Position: Q1 2026 in Review
Sigma Planning Corp reduced its iShares US Consumer Staples ETF (IYK) stake by 7.4% in Q1 2026, selling an estimated $17.6K and leaving 3,070 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #1208.
Sigma Planning Corp first reported a position in IYK in Q4 2015 and has held it in 34 quarters since. The position peaked at $1.37M in Q1 2016. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.
- Sigma Planning Corp held 3,070 shares of iShares US Consumer Staples ETF worth $215K as of Q1 2026.
- Sigma Planning Corp sold 245 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $17.6K.
- iShares US Consumer Staples ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1208 holding.
- Sigma Planning Corp first reported a position in iShares US Consumer Staples ETF in Q4 2015 and has held it in 34 quarters since.
- Sigma Planning Corp's iShares US Consumer Staples ETF position peaked at $1.37M in Q1 2016.
- 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.