Rockbridge Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Hold |
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|
2025
Q1 | $811K | Hold |
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|
2024
Q4 | $898K | Buy |
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|
2024
Q3 | $753K | Buy |
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|
2024
Q2 | $443K | Buy |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $336K | Buy |
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|
2023
Q3 | $293K | Buy |
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|
2023
Q2 | $304K | Buy |
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|
2023
Q1 | $280K | Sell |
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|
2022
Q4 | $275K | Hold |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $266K | Sell |
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|
2022
Q1 | $743K | Buy |
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|
2021
Q4 | $796K | Buy |
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|
2021
Q3 | $700K | Sell |
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|
2021
Q2 | $735K | Buy |
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|
2021
Q1 | $433K | Sell |
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|
2020
Q4 | $478K | Buy |
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|
2020
Q3 | $335K | Buy |
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|
2020
Q2 | $268K | Buy |
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