Rockbridge Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Hold |
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|
2025
Q1 | $391K | Sell |
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|
2024
Q4 | $599K | Sell |
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|
2024
Q3 | $624K | Sell |
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|
2024
Q2 | $576K | Buy |
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|
2024
Q1 | $566K | Sell |
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|
2023
Q4 | $653K | Hold |
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|
2023
Q3 | $585K | Hold |
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|
2023
Q2 | $616K | Hold |
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|
2023
Q1 | $596K | Hold |
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|
2022
Q4 | $591K | Hold |
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|
2022
Q3 | $539K | Buy |
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|
2022
Q2 | $459K | Sell |
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|
2022
Q1 | $667K | Sell |
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|
2021
Q4 | $917K | Buy |
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|
2021
Q3 | $798K | Hold |
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|
2021
Q2 | $810K | Buy |
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|
2021
Q1 | $714K | Sell |
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|
2020
Q4 | $633K | Buy |
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|
2020
Q3 | $528K | Buy |
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|
2020
Q2 | $499K | Buy |
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