Ownership history in Sigma Planning Corp Β· 45 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Sigma Planning Corp outperformed the S&P 500 by +0.0% annually on this IVV position. Timing score: 59% (26/44 decisions correct). Average cost basis: $306.13. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
44 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
26 of 44 add/trim decisions correct
Best entry: $161.61 (2015 Q3) Β· Worst: $683.12 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
24 adds Β· 21 trims. Bought during 5 of 9 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.55% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size