SWM
SigFig Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.2M | Buy |
741,743
+20,448
| +3% | +$2.24M | 2.69% | 13 |
|
|
2025
Q1 | $75M | Buy |
721,295
+15,280
| +2% | +$1.59M | 2.71% | 12 |
|
|
2024
Q4 | $81.2M | Buy |
706,015
+988
| +0.1% | +$114K | 2.94% | 11 |
|
|
2024
Q3 | $82.2M | Sell |
705,027
-77,350
| -10% | -$9.02M | 2.98% | 10 |
|
|
2024
Q2 | $83.4M | Buy |
782,377
+3,101
| +0.4% | +$331K | 3.14% | 10 |
|
|
2024
Q1 | $86.1M | Sell |
779,276
-23,299
| -3% | -$2.57M | 3.16% | 10 |
|
|
2023
Q4 | $86.9M | Buy |
802,575
+24,865
| +3% | +$2.69M | 3.3% | 11 |
|
|
2023
Q3 | $73.4M | Sell |
777,710
-9,377
| -1% | -$885K | 2.94% | 12 |
|
|
2023
Q2 | $78.4M | Buy |
+787,087
| New | +$78.4M | 3.04% | 12 |
|
|
2023
Q1 | – | Sell |
-722,800
| Closed | -$69.8M | – | 104 |
|
|
2022
Q4 | $69.8M | Buy |
722,800
+6,629
| +0.9% | +$640K | 3.47% | 9 |
|
|
2022
Q3 | $64M | Sell |
716,171
-884
| -0.1% | -$79K | 3.35% | 10 |
|
|
2022
Q2 | $66.3M | Buy |
717,055
+287,907
| +67% | +$26.6M | 3.44% | 10 |
|
|
2022
Q1 | $46.9M | Buy |
429,148
+9,967
| +2% | +$1.09M | 2.25% | 13 |
|
|
2021
Q4 | $48M | Buy |
419,181
+19,656
| +5% | +$2.25M | 2.24% | 13 |
|
|
2021
Q3 | $43.6M | Buy |
399,525
+40,894
| +11% | +$4.47M | 2.19% | 13 |
|
|
2021
Q2 | $40.5M | Buy |
358,631
+6,029
| +2% | +$681K | 2.14% | 12 |
|
|
2021
Q1 | $38.3M | Sell |
352,602
-6,983
| -2% | -$758K | 2.35% | 12 |
|
|
2020
Q4 | $33M | Buy |
359,585
+35,230
| +11% | +$3.24M | 2.39% | 11 |
|
|
2020
Q3 | $22.7M | Buy |
324,355
+27,805
| +9% | +$1.95M | 2.07% | 11 |
|
|
2020
Q2 | $20.3M | Sell |
296,550
-566,644
| -66% | -$38.7M | 2.17% | 11 |
|
|
2020
Q1 | $48.4M | Buy |
863,194
+197,483
| +30% | +$11.1M | 6.58% | 5 |
|
|
2019
Q4 | $55.8M | Buy |
665,711
+73,131
| +12% | +$6.13M | 6.87% | 5 |
|
|
2019
Q3 | $46.1M | Buy |
592,580
+78,409
| +15% | +$6.1M | 6.57% | 5 |
|
|
2019
Q2 | $40.2M | Buy |
514,171
+78,980
| +18% | +$6.18M | 6.27% | 5 |
|
|
2019
Q1 | $33.6M | Buy |
435,191
+56,781
| +15% | +$4.38M | 5.95% | 5 |
|
|
2018
Q4 | $26.1M | Buy |
378,410
+55,436
| +17% | +$3.82M | 5.55% | 5 |
|
|
2018
Q3 | $28.2M | Buy |
322,974
+77,050
| +31% | +$6.72M | 5.83% | 5 |
|
|
2018
Q2 | $20.5M | Buy |
+245,924
| New | +$20.5M | 5.28% | 6 |
|
|
2018
Q1 | – | Sell |
-54,435
| Closed | -$4.18M | – | 38 |
|
|
2017
Q4 | $4.18M | Buy |
54,435
+46,679
| +602% | +$3.59M | 2% | 17 |
|
|
2017
Q3 | $576K | Buy |
+7,756
| New | +$576K | 0.39% | 22 |
|