Rockbridge Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-715
| Closed | -$206K | – | 134 |
|
|
2024
Q4 | $206K | Hold |
715
| – | – | 0.03% | 130 |
|
|
2024
Q3 | $203K | Buy |
+715
| New | +$203K | 0.03% | 128 |
|
|
2024
Q1 | – | Sell |
-674
| Closed | -$170K | – | 377 |
|
|
2023
Q4 | $170K | Buy |
+674
| New | +$170K | 0.03% | 129 |
|
|
2022
Q3 | – | Sell |
-674
| Closed | -$139K | – | 351 |
|
|
2022
Q2 | $139K | Buy |
674
+244
| +57% | +$50.3K | 0.03% | 121 |
|
|
2022
Q1 | $111K | Buy |
430
+37
| +9% | +$9.58K | 0.02% | 207 |
|
|
2021
Q4 | $115K | Hold |
393
| – | – | 0.02% | 236 |
|
|
2021
Q3 | $115K | Hold |
393
| – | – | 0.02% | 212 |
|
|
2021
Q2 | $122K | Hold |
393
| – | – | 0.02% | 205 |
|
|
2021
Q1 | $118K | Hold |
393
| – | – | 0.02% | 192 |
|
|
2020
Q4 | $113K | Hold |
393
| – | – | 0.02% | 189 |
|
|
2020
Q3 | $87K | Hold |
393
| – | – | 0.02% | 199 |
|
|
2020
Q2 | $81K | Buy |
+393
| New | +$81K | 0.02% | 191 |
|