SWM
SigFig Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
11,333
+1,911
| +20% | +$190K | 0.04% | 96 |
|
|
2025
Q1 | $916K | Buy |
9,422
+770
| +9% | +$74.8K | 0.03% | 94 |
|
|
2024
Q4 | $936K | Buy |
8,652
+830
| +11% | +$89.8K | 0.03% | 90 |
|
|
2024
Q3 | $839K | Buy |
7,822
+1,440
| +23% | +$154K | 0.03% | 92 |
|
|
2024
Q2 | $621K | Buy |
6,382
+3,025
| +90% | +$294K | 0.02% | 100 |
|
|
2024
Q1 | $345K | Sell |
3,357
-58,016
| -95% | -$5.96M | 0.01% | 117 |
|
|
2023
Q4 | $6.33M | Buy |
+61,373
| New | +$6.33M | 0.24% | 42 |
|
|
2022
Q3 | – | Sell |
-13,189
| Closed | -$1.24M | – | 98 |
|
|
2022
Q2 | $1.24M | Buy |
+13,189
| New | +$1.24M | 0.06% | 70 |
|
|
2021
Q3 | – | Sell |
-35,327
| Closed | -$3.73M | – | 82 |
|
|
2021
Q2 | $3.73M | Buy |
+35,327
| New | +$3.73M | 0.2% | 43 |
|