SWM
SigFig Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.42M | Buy |
95,048
+25,551
| +37% | +$1.73M | 0.21% | 48 |
|
|
2025
Q1 | $4.35M | Buy |
69,497
+17,359
| +33% | +$1.09M | 0.16% | 56 |
|
|
2024
Q4 | $3.54M | Buy |
52,138
+15,882
| +44% | +$1.08M | 0.13% | 61 |
|
|
2024
Q3 | $2.45M | Buy |
36,256
+12,865
| +55% | +$871K | 0.09% | 75 |
|
|
2024
Q2 | $1.46M | Buy |
23,391
+13,630
| +140% | +$853K | 0.06% | 84 |
|
|
2024
Q1 | $640K | Buy |
9,761
+6,119
| +168% | +$401K | 0.02% | 105 |
|
|
2023
Q4 | $227K | Buy |
+3,642
| New | +$227K | 0.01% | 115 |
|