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Sigma Planning Corp’s iShares US Technology ETF IYW Stock Holding History

Sigma Planning Corp’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.65M Sell
26,378
-6,646
-20% -$1.53M 0.17% 124
2026
Q1 		$5.99M Sell
33,024
-515
-2% -$99.5K 0.17% 125
2025
Q4 		$6.7M Sell
33,539
-2,536
-7% -$507K 0.18% 101
2025
Q3 		$7.07M Sell
36,075
-3,373
-9% -$617K 0.2% 95
2025
Q2 		$6.84M Sell
39,448
-1,287
-3% -$195K 0.21% 87
2025
Q1 		$5.72M Buy
40,735
+8,492
+26% +$1.32M 0.18% 109
2024
Q4 		$5.14M Sell
32,243
-944
-3% -$149K 0.16% 119
2024
Q3 		$5.03M Sell
33,187
-3,212
-9% -$472K 0.15% 124
2024
Q2 		$5.48M Sell
36,399
-566
-2% -$78.2K 0.17% 116
2024
Q1 		$4.99M Buy
36,965
+23,676
+178% +$3.08M 0.16% 121
2023
Q4 		$1.63M Sell
13,289
-13,928
-51% -$1.58M 0.13% 170
2023
Q3 		$2.86M Sell
27,217
-91
-0.3% -$9.9K 0.11% 194
2023
Q2 		$2.97M Buy
27,308
+1,856
+7% +$182K 0.11% 203
2023
Q1 		$2.36M Sell
25,452
-2,300
-8% -$193K 0.08% 258
2022
Q4 		$2.07M Buy
27,752
+6,352
+30% +$486K 0.07% 277
2022
Q3 		$1.57M Buy
21,400
+2,415
+13% +$205K 0.06% 318
2022
Q2 		$1.52M Sell
18,985
-612
-3% -$54.2K 0.05% 332
2022
Q1 		$2.02M Buy
19,597
+445
+2% +$45.4K 0.06% 310
2021
Q4 		$2.2M Sell
19,152
-2,797
-13% -$311K 0.06% 307
2021
Q3 		$2.22M Buy
21,949
+3,019
+16% +$315K 0.07% 303
2021
Q2 		$1.88M Buy
18,930
+1,429
+8% +$133K 0.06% 351
2021
Q1 		$1.53M Sell
17,501
-1,164
-6% -$102K 0.05% 375
2020
Q4 		$1.59M Sell
18,665
-2,151
-10% -$172K 0.05% 325
2020
Q3 		$1.57M Buy
20,816
+2,444
+13% +$178K 0.06% 293
2020
Q2 		$1.24M Sell
18,372
-5,020
-21% -$303K 0.05% 330
2020
Q1 		$1.2M Sell
23,392
-40,332
-63% -$2.34M 0.07% 283
2019
Q4 		$3.71M Buy
63,724
+28,484
+81% +$1.55M 0.16% 144
2019
Q3 		$1.8M Buy
35,240
+5,480
+18% +$278K 0.09% 244
2019
Q2 		$1.47M Buy
29,760
+15,680
+111% +$767K 0.08% 270
2019
Q1 		$671K Sell
14,080
-428
-3% -$19K 0.04% 423
2018
Q4 		$580K Sell
14,508
-6,596
-31% -$286K 0.04% 393
2018
Q3 		$1.02M Buy
21,104
+8,044
+62% +$380K 0.06% 297
2018
Q2 		$582K Sell
13,060
-1,084
-8% -$47.9K 0.04% 415
2018
Q1 		$595K Sell
14,144
-332
-2% -$14.3K 0.04% 393
2017
Q4 		$589K Sell
14,476
-6,532
-31% -$262K 0.05% 393
2017
Q3 		$787K Sell
21,008
-2,960
-12% -$108K 0.06% 309
2017
Q2 		$837K Sell
23,968
-18,664
-44% -$654K 0.08% 275
2017
Q1 		$1.44M Buy
42,632
+21,048
+98% +$683K 0.14% 178
2016
Q4 		$649K Sell
21,584
-13,920
-39% -$415K 0.07% 292
2016
Q3 		$1.06M Buy
+35,504
New +$1.02M 0.13% 192
2015
Q3 		– Sell
-32,580
Closed -$853K – 721
2015
Q2 		$853K Buy
32,580
+4,520
+16% +$122K 0.12% 212
2015
Q1 		$736K Buy
+28,060
New +$737K 0.1% 247

Other funds holding IYW

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Sigma Planning Corp reduced its iShares US Technology ETF (IYW) stake by 20% in Q2 2026, selling an estimated $1.53M and leaving 26,378 shares worth $6.65M. The position accounts for 0.17% of the portfolio, ranked #124.

Sigma Planning Corp first reported a position in IYW in Q1 2015 and has held it in 42 quarters since. The position peaked at $7.07M in Q3 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Sigma Planning Corp held 26,378 shares of iShares US Technology ETF worth $6.65M as of Q2 2026.
  • Sigma Planning Corp sold 6,646 iShares US Technology ETF shares in Q2 2026, an estimated $1.53M.
  • iShares US Technology ETF made up 0.17% of Sigma Planning Corp's portfolio in Q2 2026, its #124 holding.
  • Sigma Planning Corp first reported a position in iShares US Technology ETF in Q1 2015 and has held it in 42 quarters since.
  • Sigma Planning Corp's iShares US Technology ETF position peaked at $7.07M in Q3 2025.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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