Number of Shares
721,295.00
Current Holdings Value*
$75.02 Mil
% of Portfolio
2.71%
Total Estimate Gain
$9.34 Mil
% of Total Estimate Gain
4.92%

SigFig Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, SigFig Wealth Management, LLC held 721,295.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $75.02 Mil. This investment constitutes 2.71% of their stock portfolio, and SigFig Wealth Management, LLC now holds 0.1% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q2. And since then SigFig Wealth Management, LLC has made 21 purchases of IJR, at an average price of $89.26, for a total of 2.13 Mil shares. In addition, there have been 7 sales at an average price of $85.70 for 1.41 Mil shares. Based on historical transaction data and IJR's current price of $109.16, SigFig Wealth Management, LLC's estimated gain on his IJR holdings is $9.34 Mil, reflecting a 4.92% gain to date.

SigFig Wealth Management, LLC IJR ($109.16) Holding Chart

SigFig Wealth Management, LLC IJR ($109.16) 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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