Rockbridge Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $206K | Hold |
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|
2024
Q3 | $203K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $170K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $139K | Buy |
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|
2022
Q1 | $111K | Buy |
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|
2021
Q4 | $115K | Hold |
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|
2021
Q3 | $115K | Hold |
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|
2021
Q2 | $122K | Hold |
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|
2021
Q1 | $118K | Hold |
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|
2020
Q4 | $113K | Hold |
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|
2020
Q3 | $87K | Hold |
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|
2020
Q2 | $81K | Buy |
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