SWM
SigFig Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2M | Sell |
57,030
-32,164
| -36% | -$19.9M | 1.17% | 18 |
|
|
2025
Q1 | $49.8M | Buy |
89,194
+33,052
| +59% | +$18.4M | 1.8% | 15 |
|
|
2024
Q4 | $33.2M | Sell |
56,142
-16,723
| -23% | -$9.88M | 1.2% | 16 |
|
|
2024
Q3 | $41.8M | Sell |
72,865
-30,594
| -30% | -$17.6M | 1.52% | 15 |
|
|
2024
Q2 | $56.6M | Sell |
103,459
-37,863
| -27% | -$20.7M | 2.13% | 15 |
|
|
2024
Q1 | $74.3M | Sell |
141,322
-20,956
| -13% | -$11M | 2.73% | 13 |
|
|
2023
Q4 | $77.5M | Sell |
162,278
-27,678
| -15% | -$13.2M | 2.94% | 12 |
|
|
2023
Q3 | $81.6M | Sell |
189,956
-21,706
| -10% | -$9.32M | 3.27% | 11 |
|
|
2023
Q2 | $93.2M | Buy |
+211,662
| New | +$93.2M | 3.61% | 8 |
|
|
2023
Q1 | – | Sell |
-75,086
| Closed | -$28.8M | – | 106 |
|
|
2022
Q4 | $28.8M | Sell |
75,086
-30,466
| -29% | -$11.7M | 1.43% | 16 |
|
|
2022
Q3 | $26.2M | Buy |
105,552
+45,786
| +77% | +$11.4M | 1.37% | 16 |
|
|
2022
Q2 | $20.8M | Buy |
59,766
+9,668
| +19% | +$3.36M | 1.08% | 20 |
|
|
2022
Q1 | $18.1M | Sell |
50,098
-2,269
| -4% | -$818K | 0.87% | 20 |
|
|
2021
Q4 | $18.2M | Buy |
52,367
+13,273
| +34% | +$4.62M | 0.85% | 20 |
|
|
2021
Q3 | $16.8M | Buy |
39,094
+16,332
| +72% | +$7.04M | 0.84% | 20 |
|
|
2021
Q2 | $9.79M | Buy |
22,762
+3,571
| +19% | +$1.54M | 0.52% | 24 |
|
|
2021
Q1 | $7.63M | Buy |
19,191
+2,830
| +17% | +$1.13M | 0.47% | 25 |
|
|
2020
Q4 | $6.14M | Buy |
16,361
+3,012
| +23% | +$1.13M | 0.44% | 27 |
|
|
2020
Q3 | $4.45M | Buy |
13,349
+7,192
| +117% | +$2.4M | 0.41% | 25 |
|
|
2020
Q2 | $1.91M | Sell |
6,157
-324,801
| -98% | -$101M | 0.2% | 34 |
|
|
2020
Q1 | $85.5M | Buy |
330,958
+32,814
| +11% | +$8.48M | 11.62% | 2 |
|
|
2019
Q4 | $96.4M | Buy |
298,144
+31,223
| +12% | +$10.1M | 11.87% | 2 |
|
|
2019
Q3 | $79.7M | Buy |
266,921
+106,122
| +66% | +$31.7M | 11.34% | 2 |
|
|
2019
Q2 | $47.4M | Buy |
160,799
+18,942
| +13% | +$5.58M | 7.38% | 4 |
|
|
2019
Q1 | $40.4M | Buy |
141,857
+16,396
| +13% | +$4.67M | 7.15% | 4 |
|
|
2018
Q4 | $31.3M | Buy |
125,461
+13,881
| +12% | +$3.46M | 6.66% | 4 |
|
|
2018
Q3 | $32.7M | Buy |
111,580
+28,728
| +35% | +$8.41M | 6.76% | 4 |
|
|
2018
Q2 | $22.6M | Buy |
82,852
+30,731
| +59% | +$8.39M | 5.82% | 5 |
|
|
2018
Q1 | $4K | Buy |
52,121
+34,758
| +200% | +$2.67K | ﹤0.01% | 31 |
|
|
2017
Q4 | $4.67M | Buy |
17,363
+15,361
| +767% | +$4.13M | 2.23% | 14 |
|
|
2017
Q3 | $506K | Buy |
+2,002
| New | +$506K | 0.34% | 24 |
|