Number of Shares
57,030.00
Current Holdings Value*
$35.21 Mil
% of Portfolio
1.17%
Total Estimate Gain
$25.93 Mil
% of Total Estimate Gain
10.56%

SigFig Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, SigFig Wealth Management, LLC held 57,030.00 shares of iShares Core S&P 500 ETF(IVV), totaling $35.21 Mil. This investment constitutes 1.17% of their stock portfolio, and SigFig Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q2. And since then SigFig Wealth Management, LLC has made 18 purchases of IVV, at an average price of $362.44, for a total of 677,336.00 shares. In addition, there have been 11 sales at an average price of $379.59 for 620,306.00 shares. Based on historical transaction data and IVV's current price of $630.67, SigFig Wealth Management, LLC's estimated gain on his IVV holdings is $25.93 Mil, reflecting a 10.56% gain to date.

SigFig Wealth Management, LLC IVV ($630.67) Holding Chart

SigFig Wealth Management, LLC IVV ($630.67) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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