SigFig Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-6,362	Closed	-$1.37M	–	140
2025 Q2	$1.37M	Sell	6,362 -229	-3%	-$46.1K	0.05%	92
2025 Q1	$1.32M	Buy	6,591 +4	+0.1%	+$868	0.05%	88
2024 Q4	$1.45M	Sell	6,587 -16	-0.2%	-$3.65K	0.05%	87
2024 Q3	$1.45M	Sell	6,603 -468	-7%	-$100K	0.05%	87
2024 Q2	$1.43M	Buy	7,071 +110	+2%	+$22.2K	0.05%	85
2024 Q1	$1.46M	Buy	6,961 +321	+5%	+$64K	0.05%	91
2023 Q4	$1.33M	Buy	6,640 +364	+6%	+$65.2K	0.05%	90
2023 Q3	$1.11M	Buy	6,276 +180	+3%	+$33.8K	0.04%	90
2023 Q2	$1.14M	Buy	6,096 +184	+3%	+$32.8K	0.04%	89
2023 Q1	$1.05M	Buy	5,912 +477	+9%	+$87.8K	0.06%	80
2022 Q4	$948K	Buy	5,435 +289	+6%	+$51.4K	0.05%	83
2022 Q3	$855K	Buy	5,146 +567	+12%	+$103K	0.04%	78
2022 Q2	$775K	Buy	4,579 +469	+11%	+$86.5K	0.04%	80
2022 Q1	$844K	Buy	4,110 +137	+3%	+$27.9K	0.04%	76
2021 Q4	$884K	Buy	3,973 +171	+4%	+$38.6K	0.04%	76
2021 Q3	$832K	Sell	3,802 -198	-5%	-$43.9K	0.04%	72
2021 Q2	$917K	Buy	4,000 +219	+6%	+$49.2K	0.05%	66
2021 Q1	$835K	Sell	3,781 -307	-8%	-$67K	0.05%	62
2020 Q4	$801K	Buy	4,088 +87	+2%	+$15.2K	0.06%	59
2020 Q3	$597K	Buy	4,001 +391	+11%	+$58.8K	0.05%	57
2020 Q2	$517K	Sell	3,610 -8,810	-71%	-$1.16M	0.06%	54
2020 Q1	$1.42M	Buy	12,420 +229	+2%	+$34.1K	0.19%	34
2019 Q4	$2.02M	Buy	12,191 +646	+6%	+$102K	0.25%	32
2019 Q3	$1.75M	Sell	11,545 -89	-0.8%	-$13.6K	0.25%	32
2019 Q2	$1.81M	Buy	11,634 +373	+3%	+$57.5K	0.28%	35
2019 Q1	$1.72M	Buy	11,261 +365	+3%	+$54.9K	0.31%	35
2018 Q4	$1.45M	Buy	10,896 +557	+5%	+$83.1K	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	+$1.21M	0.32%	35