SWM
SigFig Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
6,362
-229
| -3% | -$49.3K | 0.05% | 92 |
|
|
2025
Q1 | $1.32M | Buy |
6,591
+4
| +0.1% | +$802 | 0.05% | 88 |
|
|
2024
Q4 | $1.45M | Sell |
6,587
-16
| -0.2% | -$3.53K | 0.05% | 87 |
|
|
2024
Q3 | $1.45M | Sell |
6,603
-468
| -7% | -$103K | 0.05% | 87 |
|
|
2024
Q2 | $1.43M | Buy |
7,071
+110
| +2% | +$22.3K | 0.05% | 85 |
|
|
2024
Q1 | $1.46M | Buy |
6,961
+321
| +5% | +$67.5K | 0.05% | 91 |
|
|
2023
Q4 | $1.33M | Buy |
6,640
+364
| +6% | +$73.1K | 0.05% | 90 |
|
|
2023
Q3 | $1.11M | Buy |
6,276
+180
| +3% | +$31.8K | 0.04% | 90 |
|
|
2023
Q2 | $1.14M | Buy |
6,096
+184
| +3% | +$34.3K | 0.04% | 89 |
|
|
2023
Q1 | $1.05M | Buy |
5,912
+477
| +9% | +$85.1K | 0.06% | 80 |
|
|
2022
Q4 | $948K | Buy |
5,435
+289
| +6% | +$50.4K | 0.05% | 83 |
|
|
2022
Q3 | $855K | Buy |
5,146
+567
| +12% | +$94.2K | 0.04% | 78 |
|
|
2022
Q2 | $775K | Buy |
4,579
+469
| +11% | +$79.4K | 0.04% | 80 |
|
|
2022
Q1 | $844K | Buy |
4,110
+137
| +3% | +$28.1K | 0.04% | 76 |
|
|
2021
Q4 | $884K | Buy |
3,973
+171
| +4% | +$38K | 0.04% | 76 |
|
|
2021
Q3 | $832K | Sell |
3,802
-198
| -5% | -$43.3K | 0.04% | 72 |
|
|
2021
Q2 | $917K | Buy |
4,000
+219
| +6% | +$50.2K | 0.05% | 66 |
|
|
2021
Q1 | $835K | Sell |
3,781
-307
| -8% | -$67.8K | 0.05% | 62 |
|
|
2020
Q4 | $801K | Buy |
4,088
+87
| +2% | +$17K | 0.06% | 59 |
|
|
2020
Q3 | $597K | Buy |
4,001
+391
| +11% | +$58.3K | 0.05% | 57 |
|
|
2020
Q2 | $517K | Sell |
3,610
-8,810
| -71% | -$1.26M | 0.06% | 54 |
|
|
2020
Q1 | $1.42M | Buy |
12,420
+229
| +2% | +$26.2K | 0.19% | 34 |
|
|
2019
Q4 | $2.02M | Buy |
12,191
+646
| +6% | +$107K | 0.25% | 32 |
|
|
2019
Q3 | $1.75M | Sell |
11,545
-89
| -0.8% | -$13.5K | 0.25% | 32 |
|
|
2019
Q2 | $1.81M | Buy |
11,634
+373
| +3% | +$58K | 0.28% | 35 |
|
|
2019
Q1 | $1.72M | Buy |
11,261
+365
| +3% | +$55.9K | 0.31% | 35 |
|
|
2018
Q4 | $1.45M | Buy |
10,896
+557
| +5% | +$74K | 0.31% | 35 |
|
|
2018
Q3 | $1.74M | Buy |
10,339
+2,745
| +36% | +$463K | 0.36% | 34 |
|
|
2018
Q2 | $1.24M | Buy |
+7,594
| New | +$1.24M | 0.32% | 35 |
|