SWM
SigFig Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-38,948
| Closed | -$9.24M | – | 130 |
|
|
2024
Q4 | $9.24M | Buy |
+38,948
| New | +$9.24M | 0.33% | 37 |
|
|
2024
Q3 | – | Sell |
-32,951
| Closed | -$7.07M | – | 124 |
|
|
2024
Q2 | $7.07M | Buy |
32,951
+1,781
| +6% | +$382K | 0.27% | 44 |
|
|
2024
Q1 | $6.08M | Buy |
31,170
+5,141
| +20% | +$1M | 0.22% | 45 |
|
|
2023
Q4 | $4.56M | Buy |
+26,029
| New | +$4.56M | 0.17% | 53 |
|
|
2023
Q3 | – | Sell |
-44,271
| Closed | -$6.92M | – | 110 |
|
|
2023
Q2 | $6.92M | Buy |
44,271
+1,717
| +4% | +$268K | 0.27% | 41 |
|
|
2023
Q1 | $5.91M | Buy |
+42,554
| New | +$5.91M | 0.33% | 40 |
|