SWM
SigFig Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Sell |
18,791
-2,480
| -12% | -$426K | 0.11% | 70 |
|
|
2025
Q1 | $2.99M | Buy |
21,271
+529
| +3% | +$74.4K | 0.11% | 67 |
|
|
2024
Q4 | $3.34M | Sell |
20,742
-375
| -2% | -$60.4K | 0.12% | 63 |
|
|
2024
Q3 | $3.19M | Sell |
21,117
-1,545
| -7% | -$233K | 0.12% | 65 |
|
|
2024
Q2 | $3.41M | Sell |
22,662
-332
| -1% | -$50K | 0.13% | 62 |
|
|
2024
Q1 | $3.11M | Buy |
22,994
+916
| +4% | +$124K | 0.11% | 65 |
|
|
2023
Q4 | $2.71M | Buy |
22,078
+7,288
| +49% | +$895K | 0.1% | 73 |
|
|
2023
Q3 | $1.55M | Sell |
14,790
-17,810
| -55% | -$1.87M | 0.06% | 85 |
|
|
2023
Q2 | $3.5M | Buy |
32,600
+1,201
| +4% | +$129K | 0.14% | 62 |
|
|
2023
Q1 | $2.91M | Buy |
31,399
+9,922
| +46% | +$921K | 0.16% | 60 |
|
|
2022
Q4 | $1.6M | Buy |
+21,477
| New | +$1.6M | 0.08% | 70 |
|