Rockbridge Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
3,214
+131
| +4% | +$55.6K | 0.15% | 50 |
|
|
2025
Q1 | $1.11M | Hold |
3,083
| – | – | 0.13% | 53 |
|
|
2024
Q4 | $1.24M | Hold |
3,083
| – | – | 0.16% | 54 |
|
|
2024
Q3 | $1.16M | Buy |
3,083
+95
| +3% | +$35.7K | 0.15% | 55 |
|
|
2024
Q2 | $1.09M | Buy |
2,988
+392
| +15% | +$143K | 0.15% | 52 |
|
|
2024
Q1 | $875K | Hold |
2,596
| – | – | 0.13% | 55 |
|
|
2023
Q4 | $787K | Hold |
2,596
| – | – | 0.12% | 57 |
|
|
2023
Q3 | $691K | Hold |
2,596
| – | – | 0.12% | 59 |
|
|
2023
Q2 | $714K | Hold |
2,596
| – | – | 0.13% | 57 |
|
|
2023
Q1 | $634K | Hold |
2,596
| – | – | 0.12% | 62 |
|
|
2022
Q4 | $556K | Sell |
2,596
-2
| -0.1% | -$428 | 0.11% | 63 |
|
|
2022
Q3 | $547K | Hold |
2,598
| – | – | 0.13% | 62 |
|
|
2022
Q2 | $568K | Hold |
2,598
| – | – | 0.12% | 58 |
|
|
2022
Q1 | $723K | Sell |
2,598
-91
| -3% | -$25.3K | 0.11% | 80 |
|
|
2021
Q4 | $822K | Sell |
2,689
-4
| -0.1% | -$1.22K | 0.12% | 78 |
|
|
2021
Q3 | $738K | Sell |
2,693
-10
| -0.4% | -$2.74K | 0.12% | 77 |
|
|
2021
Q2 | $734K | Buy |
2,703
+110
| +4% | +$29.9K | 0.12% | 78 |
|
|
2021
Q1 | $630K | Hold |
2,593
| – | – | 0.12% | 78 |
|
|
2020
Q4 | $625K | Hold |
2,593
| – | – | 0.13% | 78 |
|
|
2020
Q3 | $562K | Hold |
2,593
| – | – | 0.13% | 76 |
|
|
2020
Q2 | $498K | Buy |
+2,593
| New | +$498K | 0.13% | 76 |
|