SWM
SigFig Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.3M | Sell |
84,919
-9,561
| -10% | -$1.05M | 0.31% | 43 |
|
|
2025
Q1 | $8.74M | Buy |
94,480
+254
| +0.3% | +$23.5K | 0.32% | 37 |
|
|
2024
Q4 | $9.65M | Sell |
94,226
-4,533
| -5% | -$464K | 0.35% | 33 |
|
|
2024
Q3 | $9.41M | Sell |
98,759
-6,553
| -6% | -$624K | 0.34% | 33 |
|
|
2024
Q2 | $9.75M | Buy |
105,312
+42,466
| +68% | +$3.93M | 0.37% | 33 |
|
|
2024
Q1 | $5.31M | Buy |
62,846
+38,993
| +163% | +$3.29M | 0.19% | 52 |
|
|
2023
Q4 | $1.79M | Buy |
23,853
+873
| +4% | +$65.6K | 0.07% | 83 |
|
|
2023
Q3 | $1.57M | Buy |
+22,980
| New | +$1.57M | 0.06% | 84 |
|
|
2022
Q2 | – | Sell |
-97,867
| Closed | -$7.59M | – | 98 |
|
|
2022
Q1 | $7.59M | Buy |
+97,867
| New | +$7.59M | 0.36% | 32 |
|