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Sigma Planning Corp’s iShares US Real Estate ETF IYR Stock Holding History

Sigma Planning Corp’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$240K Buy
+2,541
New +$247K 0.01% 1146
2025
Q3 		– Sell
-4,399
Closed -$417K – 1343
2025
Q2 		$417K Sell
4,399
-173
-4% -$16.1K 0.01% 855
2025
Q1 		$438K Buy
4,572
+2,277
+99% +$217K 0.01% 788
2024
Q4 		$214K Sell
2,295
-318
-12% -$31.3K 0.01% 1068
2024
Q3 		$266K Sell
2,613
-11
-0.4% -$1.06K 0.01% 1003
2024
Q2 		$230K Sell
2,624
-3,695
-58% -$317K 0.01% 1027
2024
Q1 		$568K Buy
6,319
+3,466
+121% +$306K 0.02% 716
2023
Q4 		$261K Sell
2,853
-4,252
-60% -$348K 0.02% 674
2023
Q3 		$555K Sell
7,105
-2,685
-27% -$229K 0.02% 663
2023
Q2 		$847K Sell
9,790
-1,934
-16% -$162K 0.03% 531
2023
Q1 		$995K Sell
11,724
-2,957
-20% -$259K 0.03% 515
2022
Q4 		$1.24M Sell
14,681
-2,276
-13% -$191K 0.04% 410
2022
Q3 		$1.38M Sell
16,957
-2,644
-13% -$250K 0.05% 351
2022
Q2 		$1.8M Sell
19,601
-4,893
-20% -$488K 0.06% 299
2022
Q1 		$2.65M Buy
24,494
+3,167
+15% +$334K 0.08% 253
2021
Q4 		$2.48M Sell
21,327
-8,618
-29% -$944K 0.07% 282
2021
Q3 		$3.07M Buy
29,945
+13,363
+81% +$1.42M 0.09% 237
2021
Q2 		$1.69M Buy
16,582
+5,011
+43% +$497K 0.05% 372
2021
Q1 		$1.06M Sell
11,571
-56
-0.5% -$4.91K 0.03% 478
2020
Q4 		$996K Sell
11,627
-447
-4% -$37.2K 0.03% 435
2020
Q3 		$964K Sell
12,074
-1,208
-9% -$97.6K 0.04% 412
2020
Q2 		$1.05M Sell
13,282
-7,873
-37% -$597K 0.05% 381
2020
Q1 		$1.47M Sell
21,155
-55,294
-72% -$4.89M 0.09% 239
2019
Q4 		$7.12M Sell
76,449
-37,893
-33% -$3.51M 0.3% 58
2019
Q3 		$10.7M Buy
114,342
+14,434
+14% +$1.31M 0.51% 29
2019
Q2 		$8.72M Sell
99,908
-5,324
-5% -$466K 0.45% 37
2019
Q1 		$9.16M Buy
105,232
+51,710
+97% +$4.28M 0.52% 32
2018
Q4 		$4.01M Buy
53,522
+18,656
+54% +$1.47M 0.29% 80
2018
Q3 		$2.79M Buy
34,866
+8,030
+30% +$655K 0.16% 132
2018
Q2 		$2.16M Sell
26,836
-1,972
-7% -$152K 0.14% 167
2018
Q1 		$2.17M Sell
28,808
-3,620
-11% -$275K 0.16% 154
2017
Q4 		$2.63M Sell
32,428
-30,092
-48% -$2.44M 0.2% 125
2017
Q3 		$4.99M Buy
62,520
+24,559
+65% +$1.97M 0.41% 47
2017
Q2 		$3.03M Sell
37,961
-2,733
-7% -$217K 0.28% 78
2017
Q1 		$3.19M Buy
40,694
+2,613
+7% +$204K 0.31% 66
2016
Q4 		$2.93M Sell
38,081
-24,528
-39% -$1.86M 0.32% 62
2016
Q3 		$5.05M Buy
62,609
+27,501
+78% +$2.28M 0.6% 34
2016
Q2 		$2.89M Buy
35,108
+469
+1% +$36.8K 0.38% 51
2016
Q1 		$2.7M Sell
34,639
-34,438
-50% -$2.5M 0.37% 56
2015
Q4 		$5.19M Buy
69,077
+42,281
+158% +$3.16M 0.73% 24
2015
Q3 		$1.9M Sell
26,796
-22,127
-45% -$1.61M 0.3% 71
2015
Q2 		$3.49M Sell
48,923
-50,400
-51% -$3.82M 0.48% 38
2015
Q1 		$7.88M Sell
99,323
-22,072
-18% -$1.77M 1.04% 7
2014
Q4 		$9.33M Buy
+121,395
New +$9.08M 1.23% 6

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sigma Planning Corp's IYR Position: Q1 2026 in Review

Sigma Planning Corp opened a new position in iShares US Real Estate ETF (IYR) in Q1 2026: 2,541 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #1146 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in IYR as recently as Q2 2025.

Sigma Planning Corp first reported a position in IYR in Q4 2014 and has held it in 44 quarters since. The position peaked at $10.7M in Q3 2019. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Sigma Planning Corp held 2,541 shares of iShares US Real Estate ETF worth $240K as of Q1 2026.
  • iShares US Real Estate ETF was a new Sigma Planning Corp position in Q1 2026.
  • iShares US Real Estate ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1146 holding.
  • Sigma Planning Corp first reported a position in iShares US Real Estate ETF in Q4 2014 and has held it in 44 quarters since.
  • Sigma Planning Corp's iShares US Real Estate ETF position peaked at $10.7M in Q3 2019.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.