Rockbridge Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Hold |
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|
2025
Q1 | $255K | Buy |
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|
2024
Q4 | $263K | Hold |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $252K | Buy |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $200K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $128K | Sell |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $214K | Hold |
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|
2021
Q3 | $208K | Hold |
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|
2021
Q2 | $210K | Hold |
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|
2021
Q1 | $189K | Hold |
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|
2020
Q4 | $190K | Hold |
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|
2020
Q3 | $160K | Hold |
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|
2020
Q2 | $147K | Buy |
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