Rockbridge Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
|
|||||
|
2025
Q1 | $1.11M | Hold |
|
|||||
|
2024
Q4 | $1.24M | Hold |
|
|||||
|
2024
Q3 | $1.16M | Buy |
|
|||||
|
2024
Q2 | $1.09M | Buy |
|
|||||
|
2024
Q1 | $875K | Hold |
|
|||||
|
2023
Q4 | $787K | Hold |
|
|||||
|
2023
Q3 | $691K | Hold |
|
|||||
|
2023
Q2 | $714K | Hold |
|
|||||
|
2023
Q1 | $634K | Hold |
|
|||||
|
2022
Q4 | $556K | Sell |
|
|||||
|
2022
Q3 | $547K | Hold |
|
|||||
|
2022
Q2 | $568K | Hold |
|
|||||
|
2022
Q1 | $723K | Sell |
|
|||||
|
2021
Q4 | $822K | Sell |
|
|||||
|
2021
Q3 | $738K | Sell |
|
|||||
|
2021
Q2 | $734K | Buy |
|
|||||
|
2021
Q1 | $630K | Hold |
|
|||||
|
2020
Q4 | $625K | Hold |
|
|||||
|
2020
Q3 | $562K | Hold |
|
|||||
|
2020
Q2 | $498K | Buy |
|