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Sigma Planning Corp’s iShares US Basic Materials ETF IYM Stock Holding History

Sigma Planning Corp’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,037
Closed -$271K – 1254
2023
Q2 		$271K Buy
+2,037
New +$262K 0.01% 980
2021
Q3 		– Sell
-17,403
Closed -$2.27M – 1439
2021
Q2 		$2.27M Buy
17,403
+12,123
+230% +$1.62M 0.07% 298
2021
Q1 		$663K Sell
5,280
-26,985
-84% -$3.22M 0.02% 657
2020
Q4 		$3.66M Buy
+32,265
New +$3.44M 0.12% 181
2019
Q1 		– Sell
-2,633
Closed -$221K – 973
2018
Q4 		$221K Sell
2,633
-1,720
-40% -$154K 0.02% 726
2018
Q3 		$428K Sell
4,353
-442
-9% -$44.4K 0.03% 536
2018
Q2 		$475K Sell
4,795
-6,852
-59% -$685K 0.03% 468
2018
Q1 		$1.12M Buy
11,647
+1,089
+10% +$112K 0.08% 244
2017
Q4 		$1.08M Buy
10,558
+5,169
+96% +$513K 0.08% 254
2017
Q3 		$516K Sell
5,389
-6,502
-55% -$601K 0.04% 417
2017
Q2 		$1.06M Sell
11,891
-729
-6% -$64.8K 0.1% 230
2017
Q1 		$1.13M Buy
12,620
+2,957
+31% +$259K 0.11% 219
2016
Q4 		$804K Sell
9,663
-10,468
-52% -$847K 0.09% 248
2016
Q3 		$1.59M Buy
20,131
+8,599
+75% +$682K 0.19% 128
2016
Q2 		$876K Buy
+11,532
New +$880K 0.11% 200

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sigma Planning Corp's IYM Position: Q3 2023 in Review

Sigma Planning Corp sold out of iShares US Basic Materials ETF (IYM) in Q3 2023, closing a stake of 2,037 shares — an estimated $271K sold.

Sigma Planning Corp first reported a position in IYM in Q2 2016 and held it in 15 quarters. The position peaked at $3.66M in Q4 2020. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

  • Sigma Planning Corp reported no remaining iShares US Basic Materials ETF position as of Q3 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 2,037 iShares US Basic Materials ETF shares in Q3 2023, an estimated $271K.
  • Sigma Planning Corp first reported a position in iShares US Basic Materials ETF in Q2 2016 and held it in 15 quarters.
  • Sigma Planning Corp's iShares US Basic Materials ETF position peaked at $3.66M in Q4 2020.
  • 192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.