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Sigma Planning Corp’s iShares Dow Jones US ETF IYY Stock Holding History

Sigma Planning Corp’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.59M Buy
16,321
+5,453
+50% +$902K 0.07% 290
2025
Q4 		$1.8M Buy
10,868
+276
+3% +$45.4K 0.05% 354
2025
Q3 		$1.72M Buy
10,592
+344
+3% +$53.8K 0.05% 360
2025
Q2 		$1.55M Buy
10,248
+1,635
+19% +$228K 0.05% 366
2025
Q1 		$1.17M Sell
8,613
-325
-4% -$46.6K 0.04% 441
2024
Q4 		$1.28M Sell
8,938
-2,371
-21% -$341K 0.04% 411
2024
Q3 		$1.58M Sell
11,309
-47
-0.4% -$6.32K 0.05% 362
2024
Q2 		$1.5M Sell
11,356
-707
-6% -$90.2K 0.05% 364
2024
Q1 		$1.55M Buy
12,063
+4,551
+61% +$554K 0.05% 380
2023
Q4 		$875K Sell
7,512
-5,790
-44% -$629K 0.07% 297
2023
Q3 		$1.39M Sell
13,302
-745
-5% -$81K 0.05% 358
2023
Q2 		$1.52M Sell
14,047
-3,424
-20% -$350K 0.05% 339
2023
Q1 		$1.75M Buy
17,471
+479
+3% +$46.8K 0.06% 334
2022
Q4 		$1.59M Buy
16,992
+7
+0% +$658 0.06% 341
2022
Q3 		$1.49M Buy
16,985
+367
+2% +$35.8K 0.06% 329
2022
Q2 		$1.53M Buy
16,618
+1,545
+10% +$155K 0.05% 330
2022
Q1 		$1.68M Sell
15,073
-327
-2% -$35.9K 0.05% 361
2021
Q4 		$1.81M Buy
15,400
+832
+6% +$95.5K 0.05% 351
2021
Q3 		$1.57M Buy
14,568
+668
+5% +$74.1K 0.05% 396
2021
Q2 		$1.5M Sell
13,900
-3,257
-19% -$342K 0.04% 409
2021
Q1 		$1.71M Buy
17,157
+626
+4% +$61.1K 0.05% 355
2020
Q4 		$1.56M Buy
16,531
+473
+3% +$42.1K 0.05% 331
2020
Q3 		$1.34M Buy
16,058
+3,810
+31% +$313K 0.05% 324
2020
Q2 		$938K Sell
12,248
-15,012
-55% -$1.08M 0.04% 404
2020
Q1 		$1.72M Sell
27,260
-5,070
-16% -$383K 0.1% 201
2019
Q4 		$2.58M Buy
32,330
+3,230
+11% +$247K 0.11% 192
2019
Q3 		$2.15M Sell
29,100
-486
-2% -$35.8K 0.1% 205
2019
Q2 		$2.16M Buy
29,586
+1,746
+6% +$125K 0.11% 196
2019
Q1 		$1.97M Buy
27,840
+10,578
+61% +$718K 0.11% 200
2018
Q4 		$1.07M Buy
17,262
+3,838
+29% +$258K 0.08% 248
2018
Q3 		$977K Buy
13,424
+802
+6% +$57.3K 0.06% 307
2018
Q2 		$860K Buy
12,622
+746
+6% +$50.6K 0.06% 318
2018
Q1 		$785K Sell
11,876
-556
-4% -$38K 0.06% 320
2017
Q4 		$831K Buy
12,432
+222
+2% +$14.5K 0.06% 296
2017
Q3 		$770K Buy
12,210
+206
+2% +$12.7K 0.06% 320
2017
Q2 		$728K Buy
12,004
+452
+4% +$27.2K 0.07% 314
2017
Q1 		$683K Buy
11,552
+784
+7% +$45.7K 0.07% 309
2016
Q4 		$603K Sell
10,768
-3,060
-22% -$168K 0.07% 305
2016
Q3 		$750K Buy
13,828
+38
+0.3% +$2.06K 0.09% 248
2016
Q2 		$722K Buy
13,790
+2,662
+24% +$138K 0.09% 242
2016
Q1 		$570K Buy
11,128
+1,530
+16% +$74.3K 0.08% 282
2015
Q4 		$489K Sell
9,598
-1,630
-15% -$83.9K 0.07% 320
2015
Q3 		$542K Buy
11,228
+1,134
+11% +$58K 0.09% 277
2015
Q2 		$526K Buy
10,094
+144
+1% +$7.66K 0.07% 320
2015
Q1 		$522K Sell
9,950
-736
-7% -$38.3K 0.07% 329
2014
Q4 		$553K Buy
+10,686
New +$540K 0.07% 315

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Sigma Planning Corp increased its iShares Dow Jones US ETF (IYY) stake by 50% in Q1 2026, buying an estimated $902K and bringing the position to 16,321 shares worth $2.59M. The position accounts for 0.07% of the portfolio, ranked #290.

Sigma Planning Corp first reported a position in IYY in Q4 2014 and has held it in 46 quarters since. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Sigma Planning Corp held 16,321 shares of iShares Dow Jones US ETF worth $2.59M as of Q1 2026.
  • Sigma Planning Corp bought 5,453 iShares Dow Jones US ETF shares in Q1 2026, an estimated $902K.
  • iShares Dow Jones US ETF made up 0.07% of Sigma Planning Corp's portfolio in Q1 2026, its #290 holding.
  • Sigma Planning Corp first reported a position in iShares Dow Jones US ETF in Q4 2014 and has held it in 46 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

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