SWM
SigFig Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
56,669
+11,631
| +26% | +$721K | 0.12% | 68 |
|
|
2025
Q1 | $2.62M | Buy |
45,038
+1,170
| +3% | +$68.1K | 0.09% | 71 |
|
|
2024
Q4 | $2.73M | Sell |
43,868
-1,677
| -4% | -$104K | 0.1% | 70 |
|
|
2024
Q3 | $2.84M | Sell |
45,545
-793
| -2% | -$49.4K | 0.1% | 70 |
|
|
2024
Q2 | $2.71M | Buy |
46,338
+1,378
| +3% | +$80.6K | 0.1% | 68 |
|
|
2024
Q1 | $2.73M | Buy |
44,960
+35,907
| +397% | +$2.18M | 0.1% | 69 |
|
|
2023
Q4 | $2.51M | Sell |
9,053
-3,648
| -29% | -$1.01M | 0.1% | 75 |
|
|
2023
Q3 | $3.17M | Buy |
12,701
+3,387
| +36% | +$845K | 0.13% | 64 |
|
|
2023
Q2 | $2.42M | Buy |
+9,314
| New | +$2.42M | 0.09% | 70 |
|
|
2023
Q1 | – | Sell |
-9,144
| Closed | -$2.22M | – | 103 |
|
|
2022
Q4 | $2.22M | Buy |
9,144
+251
| +3% | +$60.9K | 0.11% | 61 |
|
|
2022
Q3 | $1.97M | Sell |
8,893
-1,167
| -12% | -$259K | 0.1% | 63 |
|
|
2022
Q2 | $2.28M | Sell |
10,060
-3,491
| -26% | -$792K | 0.12% | 55 |
|
|
2022
Q1 | $3.64M | Buy |
13,551
+5,647
| +71% | +$1.52M | 0.18% | 45 |
|
|
2021
Q4 | $2.24M | Buy |
7,904
+2,796
| +55% | +$794K | 0.1% | 48 |
|
|
2021
Q3 | $1.34M | Buy |
5,108
+217
| +4% | +$57.1K | 0.07% | 60 |
|
|
2021
Q2 | $1.31M | Sell |
4,891
-6,120
| -56% | -$1.64M | 0.07% | 60 |
|
|
2021
Q1 | $2.87M | Buy |
11,011
+8,798
| +398% | +$2.29M | 0.18% | 40 |
|
|
2020
Q4 | $509K | Buy |
2,213
+691
| +45% | +$159K | 0.04% | 68 |
|
|
2020
Q3 | $280K | Buy |
+1,522
| New | +$280K | 0.03% | 66 |
|
|
2020
Q2 | – | Sell |
-396,781
| Closed | -$57.1M | – | 65 |
|
|
2020
Q1 | $57.1M | Buy |
396,781
+78,415
| +25% | +$11.3M | 7.75% | 4 |
|
|
2019
Q4 | $65.5M | Buy |
318,366
+34,552
| +12% | +$7.11M | 8.07% | 4 |
|
|
2019
Q3 | $54.8M | Buy |
283,814
+34,469
| +14% | +$6.66M | 7.81% | 4 |
|
|
2019
Q2 | $48.4M | Buy |
249,345
+32,283
| +15% | +$6.27M | 7.55% | 3 |
|
|
2019
Q1 | $41.1M | Buy |
217,062
+25,951
| +14% | +$4.92M | 7.29% | 3 |
|
|
2018
Q4 | $31.4M | Buy |
191,111
+23,478
| +14% | +$3.86M | 6.68% | 3 |
|
|
2018
Q3 | $33.7M | Buy |
167,633
+44,246
| +36% | +$8.91M | 6.98% | 3 |
|
|
2018
Q2 | $24M | Buy |
+123,387
| New | +$24M | 6.18% | 3 |
|
|
2018
Q1 | – | Sell |
-25,816
| Closed | -$4.9M | – | 37 |
|
|
2017
Q4 | $4.9M | Buy |
25,816
+22,314
| +637% | +$4.23M | 2.34% | 13 |
|
|
2017
Q3 | $627K | Buy |
+3,502
| New | +$627K | 0.42% | 19 |
|