SWM
SigFig Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
24,401
-912
| -4% | -$51.3K | 0.05% | 91 |
|
|
2025
Q1 | $1.32M | Sell |
25,313
-941
| -4% | -$48.9K | 0.05% | 89 |
|
|
2024
Q4 | $1.37M | Sell |
26,254
-3,536
| -12% | -$185K | 0.05% | 88 |
|
|
2024
Q3 | $1.54M | Sell |
29,790
-680
| -2% | -$35.2K | 0.06% | 86 |
|
|
2024
Q2 | $1.56M | Sell |
30,470
-1,509
| -5% | -$77.5K | 0.06% | 82 |
|
|
2024
Q1 | $1.63M | Sell |
31,979
-2,707
| -8% | -$138K | 0.06% | 88 |
|
|
2023
Q4 | $1.75M | Sell |
34,686
-2,425
| -7% | -$122K | 0.07% | 84 |
|
|
2023
Q3 | $1.83M | Sell |
37,111
-2,281
| -6% | -$112K | 0.07% | 79 |
|
|
2023
Q2 | $2.31M | Sell |
39,392
-846
| -2% | -$49.7K | 0.09% | 71 |
|
|
2023
Q1 | $2.38M | Sell |
40,238
-3,189
| -7% | -$188K | 0.13% | 64 |
|
|
2022
Q4 | $2.66M | Sell |
43,427
-333
| -0.8% | -$20.4K | 0.13% | 59 |
|
|
2022
Q3 | $2.76M | Sell |
43,760
-997
| -2% | -$62.9K | 0.14% | 54 |
|
|
2022
Q2 | $2.81M | Sell |
44,757
-2,267
| -5% | -$142K | 0.15% | 53 |
|
|
2022
Q1 | $2.9M | Sell |
47,024
-3,569
| -7% | -$220K | 0.14% | 49 |
|
|
2021
Q4 | $3.09M | Sell |
50,593
-2,683
| -5% | -$164K | 0.14% | 47 |
|
|
2021
Q3 | $3.13M | Buy |
53,276
+1,096
| +2% | +$64.3K | 0.16% | 47 |
|
|
2021
Q2 | $3.04M | Buy |
52,180
+2,983
| +6% | +$174K | 0.16% | 46 |
|
|
2021
Q1 | $2.58M | Buy |
49,197
+1,731
| +4% | +$90.7K | 0.16% | 45 |
|
|
2020
Q4 | $2.3M | Sell |
47,466
-933
| -2% | -$45.2K | 0.17% | 41 |
|
|
2020
Q3 | $2.12M | Buy |
48,399
+2,280
| +5% | +$99.6K | 0.19% | 39 |
|
|
2020
Q2 | $2.01M | Buy |
46,119
+5,419
| +13% | +$236K | 0.21% | 32 |
|
|
2020
Q1 | $1.59M | Buy |
40,700
+3,204
| +9% | +$125K | 0.22% | 33 |
|
|
2019
Q4 | $2.05M | Buy |
37,496
+64
| +0.2% | +$3.49K | 0.25% | 31 |
|
|
2019
Q3 | $2.08M | Buy |
37,432
+629
| +2% | +$34.9K | 0.3% | 31 |
|
|
2019
Q2 | $1.91M | Sell |
36,803
-649
| -2% | -$33.8K | 0.3% | 34 |
|
|
2019
Q1 | $1.94M | Sell |
37,452
-11
| -0% | -$569 | 0.34% | 34 |
|
|
2018
Q4 | $1.68M | Sell |
37,463
-587
| -2% | -$26.3K | 0.36% | 34 |
|
|
2018
Q3 | $1.84M | Buy |
38,050
+1,557
| +4% | +$75.3K | 0.38% | 33 |
|
|
2018
Q2 | $1.79M | Sell |
36,493
-135
| -0.4% | -$6.64K | 0.46% | 33 |
|
|
2018
Q1 | $1.65M | Buy |
+36,628
| New | +$1.65M | 0.96% | 22 |
|