Rockbridge Investment Management’s iShares Micro-Cap ETF IWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $1.97M | Sell |
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|
2024
Q1 | $2.12M | Sell |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $1.78M | Sell |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $1.83M | Buy |
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|
2022
Q4 | $1.89M | Sell |
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|
2022
Q3 | $3.07M | Buy |
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|
2022
Q2 | $3.09M | Buy |
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|
2022
Q1 | $3.05M | Buy |
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|
2021
Q4 | $3.19M | Buy |
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|
2021
Q3 | $942K | Hold |
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|
2021
Q2 | $996K | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $849K | Buy |
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|
2020
Q3 | $647K | Sell |
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|
2020
Q2 | $627K | Buy |
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