Rockbridge Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Buy |
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|
2025
Q1 | $635K | Hold |
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|
2024
Q4 | $624K | Buy |
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|
2024
Q3 | $640K | Buy |
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|
2024
Q2 | $576K | Sell |
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|
2024
Q1 | $594K | Sell |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $507K | Hold |
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|
2023
Q2 | $527K | Buy |
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|
2023
Q1 | $508K | Sell |
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|
2022
Q4 | $513K | Sell |
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|
2022
Q3 | $477K | Buy |
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|
2022
Q2 | $453K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $884K | Buy |
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|
2021
Q3 | $806K | Sell |
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|
2021
Q2 | $820K | Buy |
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|
2021
Q1 | $753K | Buy |
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|
2020
Q4 | $679K | Buy |
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|
2020
Q3 | $575K | Buy |
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|
2020
Q2 | $407K | Buy |
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