SWM
SigFig Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.92M | Buy |
40,768
+5,477
| +16% | +$1.06M | 0.26% | 47 |
|
|
2025
Q1 | $6.66M | Buy |
35,291
+11,649
| +49% | +$2.2M | 0.24% | 41 |
|
|
2024
Q4 | $4.51M | Buy |
23,642
+935
| +4% | +$178K | 0.16% | 57 |
|
|
2024
Q3 | $4.46M | Buy |
22,707
+2
| +0% | +$393 | 0.16% | 57 |
|
|
2024
Q2 | $4.13M | Buy |
22,705
+862
| +4% | +$157K | 0.16% | 57 |
|
|
2024
Q1 | $4.08M | Buy |
+21,843
| New | +$4.08M | 0.15% | 57 |
|
|
2017
Q2 | – | Sell |
-2,561
| Closed | -$268K | – | 21 |
|
|
2017
Q1 | $268K | Buy |
+2,561
| New | +$268K | 0.21% | 21 |
|