Number of Shares
89,194.00
Current Holdings Value*
$49.78 Mil
% of Portfolio
1.8%
Total Estimate Gain
$26.58 Mil
% of Total Estimate Gain
10.83%

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

As of 2025-03-31, SigFig Wealth Management, LLC held 89,194.00 shares of iShares Core S&P 500 ETF(IVV), totaling $49.78 Mil. This investment constitutes 1.8% 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 10 sales at an average price of $368.96 for 588,142.00 shares. Based on historical transaction data and IVV's current price of $617.46, SigFig Wealth Management, LLC's estimated gain on his IVV holdings is $26.58 Mil, reflecting a 10.83% gain to date.

SigFig Wealth Management, LLC IVV ($617.46) Holding Chart

SigFig Wealth Management, LLC IVV ($617.46) 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 %

Top Ranked Articles

  • 1