SWM
SigFig Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475M | Buy |
3,537,670
+47,788
| +1% | +$6.42M | 15.73% | 1 |
|
|
2025
Q1 | $424M | Buy |
3,489,882
+10,384
| +0.3% | +$1.26M | 15.31% | 1 |
|
|
2024
Q4 | $449M | Sell |
3,479,498
-21,116
| -0.6% | -$2.72M | 16.25% | 1 |
|
|
2024
Q3 | $438M | Sell |
3,500,614
-108,517
| -3% | -$13.6M | 15.91% | 1 |
|
|
2024
Q2 | $429M | Sell |
3,609,131
-12,651
| -0.3% | -$1.5M | 16.12% | 1 |
|
|
2024
Q1 | $418M | Sell |
3,621,782
-1,846
| -0.1% | -$213K | 15.32% | 1 |
|
|
2023
Q4 | $381M | Sell |
3,623,628
-918
| -0% | -$96.6K | 14.48% | 1 |
|
|
2023
Q3 | $341M | Sell |
3,624,546
-80,389
| -2% | -$7.57M | 13.68% | 1 |
|
|
2023
Q2 | $359M | Buy |
+3,704,935
| New | +$359M | 13.9% | 1 |
|
|
2023
Q1 | – | Sell |
-3,677,355
| Closed | -$316M | – | 105 |
|
|
2022
Q4 | $316M | Buy |
3,677,355
+81,639
| +2% | +$7.01M | 15.66% | 1 |
|
|
2022
Q3 | $306M | Sell |
3,595,716
-237,075
| -6% | -$20.2M | 16.03% | 1 |
|
|
2022
Q2 | $321M | Buy |
3,832,791
+317,371
| +9% | +$26.6M | 16.63% | 1 |
|
|
2022
Q1 | $354M | Buy |
3,515,420
+46,314
| +1% | +$4.67M | 17.02% | 1 |
|
|
2021
Q4 | $369M | Buy |
3,469,106
+100,772
| +3% | +$10.7M | 17.23% | 1 |
|
|
2021
Q3 | $331M | Buy |
3,368,334
+277,559
| +9% | +$27.3M | 16.62% | 1 |
|
|
2021
Q2 | $305M | Buy |
3,090,775
+235,928
| +8% | +$23.3M | 16.14% | 1 |
|
|
2021
Q1 | $261M | Buy |
2,854,847
+253,486
| +10% | +$23.2M | 16.07% | 1 |
|
|
2020
Q4 | $224M | Buy |
2,601,361
+158,026
| +6% | +$13.6M | 16.24% | 2 |
|
|
2020
Q3 | $183M | Buy |
2,443,335
+165,880
| +7% | +$12.4M | 16.66% | 2 |
|
|
2020
Q2 | $158M | Buy |
2,277,455
+1,870,312
| +459% | +$130M | 16.91% | 2 |
|
|
2020
Q1 | $23.3M | Buy |
407,143
+15,250
| +4% | +$873K | 3.16% | 12 |
|
|
2019
Q4 | $28.5M | Buy |
391,893
+10,654
| +3% | +$774K | 3.51% | 11 |
|
|
2019
Q3 | $25.6M | Buy |
381,239
+23,475
| +7% | +$1.57M | 3.64% | 10 |
|
|
2019
Q2 | $23.8M | Buy |
357,764
+17,560
| +5% | +$1.17M | 3.71% | 10 |
|
|
2019
Q1 | $21.9M | Sell |
340,204
-3,408
| -1% | -$219K | 3.88% | 9 |
|
|
2018
Q4 | $19.3M | Sell |
343,612
-21,824
| -6% | -$1.23M | 4.12% | 7 |
|
|
2018
Q3 | $24.3M | Buy |
365,436
+2,149
| +0.6% | +$143K | 5.04% | 6 |
|
|
2018
Q2 | $22.7M | Buy |
363,287
+2,785
| +0.8% | +$174K | 5.84% | 4 |
|
|
2018
Q1 | $21.2M | Buy |
360,502
+29,899
| +9% | +$1.76M | 12.4% | 1 |
|
|
2017
Q4 | $20.2M | Buy |
330,603
+38,180
| +13% | +$2.33M | 9.66% | 2 |
|
|
2017
Q3 | $16.9M | Buy |
292,423
+35
| +0% | +$2.02K | 11.27% | 2 |
|
|
2017
Q2 | $16.2M | Buy |
292,388
+9,383
| +3% | +$519K | 11.93% | 2 |
|
|
2017
Q1 | $15.3M | Sell |
283,005
-6,852
| -2% | -$371K | 12.19% | 2 |
|
|
2016
Q4 | $14.9M | Buy |
+289,857
| New | +$14.9M | 12.75% | 2 |
|