SWM
SigFig Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.85M | Buy |
17,340
+217
| +1% | +$73.2K | 0.19% | 53 |
|
|
2025
Q1 | $5.25M | Sell |
17,123
-689
| -4% | -$211K | 0.19% | 53 |
|
|
2024
Q4 | $5.58M | Sell |
17,812
-953
| -5% | -$299K | 0.2% | 53 |
|
|
2024
Q3 | $5.61M | Sell |
18,765
-318
| -2% | -$95.1K | 0.2% | 54 |
|
|
2024
Q2 | $5.51M | Sell |
19,083
-973
| -5% | -$281K | 0.21% | 53 |
|
|
2024
Q1 | $5.48M | Sell |
20,056
-1,524
| -7% | -$416K | 0.2% | 50 |
|
|
2023
Q4 | $5.58M | Sell |
21,580
-832
| -4% | -$215K | 0.21% | 49 |
|
|
2023
Q3 | $5.41M | Sell |
22,412
-1,516
| -6% | -$366K | 0.22% | 47 |
|
|
2023
Q2 | $5.46M | Sell |
23,928
-440
| -2% | -$100K | 0.21% | 52 |
|
|
2023
Q1 | $5.24M | Buy |
24,368
+5,012
| +26% | +$1.08M | 0.29% | 44 |
|
|
2022
Q4 | $4.11M | Sell |
19,356
-2,724
| -12% | -$578K | 0.2% | 47 |
|
|
2022
Q3 | $4.27M | Buy |
22,080
+6,958
| +46% | +$1.35M | 0.22% | 46 |
|
|
2022
Q2 | $3.74M | Sell |
15,122
-1,032
| -6% | -$255K | 0.19% | 45 |
|
|
2022
Q1 | $3.81M | Buy |
16,154
+1,441
| +10% | +$340K | 0.18% | 44 |
|
|
2021
Q4 | $3.57M | Sell |
14,713
-1,148
| -7% | -$278K | 0.17% | 44 |
|
|
2021
Q3 | $3.83M | Sell |
15,861
-579
| -4% | -$140K | 0.19% | 43 |
|
|
2021
Q2 | $3.98M | Buy |
16,440
+1,114
| +7% | +$270K | 0.21% | 41 |
|
|
2021
Q1 | $3.43M | Buy |
15,326
+1,090
| +8% | +$244K | 0.21% | 38 |
|
|
2020
Q4 | $3.02M | Sell |
14,236
-885
| -6% | -$187K | 0.22% | 37 |
|
|
2020
Q3 | $2.81M | Sell |
15,121
-242
| -2% | -$44.9K | 0.26% | 32 |
|
|
2020
Q2 | $2.64M | Sell |
15,363
-2,865
| -16% | -$492K | 0.28% | 29 |
|
|
2020
Q1 | $2.58M | Buy |
18,228
+5,300
| +41% | +$750K | 0.35% | 29 |
|
|
2019
Q4 | $2.31M | Sell |
12,928
-933
| -7% | -$166K | 0.28% | 30 |
|
|
2019
Q3 | $2.28M | Sell |
13,861
-1,384
| -9% | -$228K | 0.32% | 30 |
|
|
2019
Q2 | $2.48M | Buy |
15,245
+129
| +0.9% | +$21K | 0.39% | 33 |
|
|
2019
Q1 | $2.38M | Buy |
15,116
+2,258
| +18% | +$355K | 0.42% | 32 |
|
|
2018
Q4 | $1.77M | Buy |
12,858
+4,620
| +56% | +$635K | 0.38% | 33 |
|
|
2018
Q3 | $1.33M | Sell |
8,238
-722
| -8% | -$117K | 0.28% | 35 |
|
|
2018
Q2 | $1.36M | Buy |
8,960
+150
| +2% | +$22.8K | 0.35% | 34 |
|
|
2018
Q1 | $1.28M | Buy |
8,810
+2,561
| +41% | +$372K | 0.75% | 23 |
|
|
2017
Q4 | $929K | Buy |
6,249
+131
| +2% | +$19.5K | 0.44% | 29 |
|
|
2017
Q3 | $856K | Buy |
6,118
+224
| +4% | +$31.3K | 0.57% | 18 |
|
|
2017
Q2 | $796K | Sell |
5,894
-19
| -0.3% | -$2.57K | 0.59% | 18 |
|
|
2017
Q1 | $778K | Sell |
5,913
-781
| -12% | -$103K | 0.62% | 18 |
|
|
2016
Q4 | $833K | Buy |
+6,694
| New | +$833K | 0.71% | 18 |
|