Sigma Planning Corp’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
10,248
+1,635
| +19% | +$247K | 0.05% | 366 |
|
|
2025
Q1 | $1.17M | Sell |
8,613
-325
| -4% | -$44.2K | 0.04% | 441 |
|
|
2024
Q4 | $1.28M | Sell |
8,938
-2,371
| -21% | -$339K | 0.04% | 411 |
|
|
2024
Q3 | $1.58M | Sell |
11,309
-47
| -0.4% | -$6.56K | 0.05% | 362 |
|
|
2024
Q2 | $1.5M | Sell |
11,356
-707
| -6% | -$93.5K | 0.05% | 364 |
|
|
2024
Q1 | $1.55M | Buy |
12,063
+4,551
| +61% | +$583K | 0.05% | 380 |
|
|
2023
Q4 | $875K | Sell |
7,512
-5,790
| -44% | -$675K | 0.07% | 297 |
|
|
2023
Q3 | $1.39M | Sell |
13,302
-745
| -5% | -$77.8K | 0.05% | 358 |
|
|
2023
Q2 | $1.52M | Sell |
14,047
-3,424
| -20% | -$371K | 0.05% | 339 |
|
|
2023
Q1 | $1.75M | Buy |
17,471
+479
| +3% | +$47.9K | 0.06% | 334 |
|
|
2022
Q4 | $1.59M | Buy |
16,992
+7
| +0% | +$654 | 0.06% | 341 |
|
|
2022
Q3 | $1.49M | Buy |
16,985
+367
| +2% | +$32.2K | 0.06% | 328 |
|
|
2022
Q2 | $1.54M | Buy |
16,618
+1,545
| +10% | +$143K | 0.05% | 328 |
|
|
2022
Q1 | $1.68M | Sell |
15,073
-327
| -2% | -$36.4K | 0.05% | 361 |
|
|
2021
Q4 | $1.82M | Buy |
15,400
+832
| +6% | +$98.1K | 0.05% | 349 |
|
|
2021
Q3 | $1.57M | Buy |
14,568
+668
| +5% | +$72K | 0.05% | 393 |
|
|
2021
Q2 | $1.5M | Sell |
13,900
-3,257
| -19% | -$352K | 0.04% | 406 |
|
|
2021
Q1 | $1.71M | Buy |
17,157
+626
| +4% | +$62.5K | 0.05% | 353 |
|
|
2020
Q4 | $1.56M | Buy |
16,531
+473
| +3% | +$44.6K | 0.05% | 328 |
|
|
2020
Q3 | $1.34M | Buy |
16,058
+3,810
| +31% | +$317K | 0.05% | 321 |
|
|
2020
Q2 | $938K | Sell |
12,248
-15,012
| -55% | -$1.15M | 0.04% | 402 |
|
|
2020
Q1 | $1.72M | Sell |
27,260
-5,070
| -16% | -$320K | 0.1% | 200 |
|
|
2019
Q4 | $2.58M | Buy |
32,330
+3,230
| +11% | +$258K | 0.11% | 191 |
|
|
2019
Q3 | $2.15M | Sell |
29,100
-486
| -2% | -$35.9K | 0.1% | 205 |
|
|
2019
Q2 | $2.16M | Buy |
29,586
+1,746
| +6% | +$128K | 0.11% | 196 |
|
|
2019
Q1 | $1.97M | Buy |
27,840
+10,578
| +61% | +$747K | 0.11% | 200 |
|
|
2018
Q4 | $1.07M | Buy |
17,262
+3,838
| +29% | +$239K | 0.08% | 245 |
|
|
2018
Q3 | $977K | Buy |
13,424
+802
| +6% | +$58.4K | 0.06% | 304 |
|
|
2018
Q2 | $860K | Buy |
12,622
+746
| +6% | +$50.8K | 0.06% | 318 |
|
|
2018
Q1 | $785K | Sell |
11,876
-556
| -4% | -$36.8K | 0.06% | 319 |
|
|
2017
Q4 | $831K | Buy |
12,432
+222
| +2% | +$14.8K | 0.06% | 295 |
|
|
2017
Q3 | $770K | Buy |
12,210
+206
| +2% | +$13K | 0.06% | 318 |
|
|
2017
Q2 | $728K | Buy |
12,004
+452
| +4% | +$27.4K | 0.07% | 314 |
|
|
2017
Q1 | $683K | Buy |
11,552
+784
| +7% | +$46.4K | 0.07% | 309 |
|
|
2016
Q4 | $603K | Sell |
10,768
-3,060
| -22% | -$171K | 0.07% | 304 |
|
|
2016
Q3 | $750K | Buy |
13,828
+38
| +0.3% | +$2.06K | 0.09% | 247 |
|
|
2016
Q2 | $722K | Buy |
13,790
+2,662
| +24% | +$139K | 0.09% | 242 |
|
|
2016
Q1 | $570K | Buy |
11,128
+1,530
| +16% | +$78.4K | 0.08% | 282 |
|
|
2015
Q4 | $489K | Sell |
9,598
-1,630
| -15% | -$83K | 0.07% | 317 |
|
|
2015
Q3 | $542K | Buy |
11,228
+1,134
| +11% | +$54.7K | 0.09% | 275 |
|
|
2015
Q2 | $526K | Buy |
10,094
+144
| +1% | +$7.5K | 0.07% | 320 |
|
|
2015
Q1 | $522K | Sell |
9,950
-736
| -7% | -$38.6K | 0.07% | 329 |
|
|
2014
Q4 | $553K | Buy |
+10,686
| New | +$553K | 0.07% | 315 |
|