SWM
SigFig Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Buy |
13,276
+3,955
| +42% | +$1.2M | 0.13% | 62 |
|
|
2025
Q1 | $2.51M | Buy |
9,321
+8,432
| +948% | +$2.27M | 0.09% | 72 |
|
|
2024
Q4 | $258K | Buy |
889
+20
| +2% | +$5.81K | 0.01% | 117 |
|
|
2024
Q3 | $239K | Buy |
869
+1
| +0.1% | +$275 | 0.01% | 115 |
|
|
2024
Q2 | $229K | Buy |
+868
| New | +$229K | 0.01% | 119 |
|
|
2024
Q1 | – | Sell |
-9,940
| Closed | -$2.22M | – | 129 |
|
|
2023
Q4 | $2.22M | Buy |
+9,940
| New | +$2.22M | 0.08% | 77 |
|