SWM
SigFig Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126M | Buy |
1,978,894
+1,954
| +0.1% | +$124K | 4.17% | 6 |
|
|
2025
Q1 | $114M | Buy |
1,976,940
+3,374
| +0.2% | +$194K | 4.11% | 6 |
|
|
2024
Q4 | $120M | Sell |
1,973,566
-2,526
| -0.1% | -$153K | 4.33% | 6 |
|
|
2024
Q3 | $116M | Sell |
1,976,092
-64,721
| -3% | -$3.79M | 4.2% | 6 |
|
|
2024
Q2 | $114M | Sell |
2,040,813
-5,682
| -0.3% | -$316K | 4.27% | 6 |
|
|
2024
Q1 | $110M | Buy |
2,046,495
+15,855
| +0.8% | +$853K | 4.04% | 7 |
|
|
2023
Q4 | $98.1M | Buy |
2,030,640
+3,924
| +0.2% | +$189K | 3.72% | 8 |
|
|
2023
Q3 | $87.8M | Sell |
2,026,716
-27,949
| -1% | -$1.21M | 3.52% | 9 |
|
|
2023
Q2 | $90.5M | Buy |
2,054,665
+26,489
| +1% | +$1.17M | 3.51% | 9 |
|
|
2023
Q1 | $84M | Buy |
2,028,176
+17,770
| +0.9% | +$736K | 4.63% | 7 |
|
|
2022
Q4 | $78.4M | Buy |
2,010,406
+31,307
| +2% | +$1.22M | 3.89% | 8 |
|
|
2022
Q3 | $72.7M | Sell |
1,979,099
-3,188
| -0.2% | -$117K | 3.81% | 8 |
|
|
2022
Q2 | $75.1M | Sell |
1,982,287
-17,100
| -0.9% | -$648K | 3.89% | 8 |
|
|
2022
Q1 | $88.9M | Buy |
1,999,387
+26,171
| +1% | +$1.16M | 4.27% | 8 |
|
|
2021
Q4 | $91.9M | Buy |
1,973,216
+71,073
| +4% | +$3.31M | 4.29% | 8 |
|
|
2021
Q3 | $80.2M | Buy |
+1,902,143
| New | +$80.2M | 4.02% | 8 |
|
|
2019
Q3 | – | Sell |
-528,831
| Closed | -$16.8M | – | 46 |
|
|
2019
Q2 | $16.8M | Buy |
528,831
+69,005
| +15% | +$2.19M | 2.62% | 14 |
|
|
2019
Q1 | $14.3M | Buy |
459,826
+58,754
| +15% | +$1.82M | 2.53% | 15 |
|
|
2018
Q4 | $11.1M | Buy |
401,072
+46,089
| +13% | +$1.27M | 2.36% | 15 |
|
|
2018
Q3 | $11.9M | Buy |
354,983
+102,024
| +40% | +$3.43M | 2.47% | 16 |
|
|
2018
Q2 | $8.09M | Buy |
+252,959
| New | +$8.09M | 2.08% | 18 |
|
|
2018
Q1 | – | Sell |
-51,679
| Closed | -$1.64M | – | 39 |
|
|
2017
Q4 | $1.64M | Buy |
51,679
+42,529
| +465% | +$1.35M | 0.79% | 25 |
|
|
2017
Q3 | $274K | Buy |
+9,150
| New | +$274K | 0.18% | 27 |
|