RIM
Rockbridge Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-80
| Closed | -$17.4K | – | 353 |
|
|
2022
Q2 | $17.4K | Sell |
80
-6,155
| -99% | -$1.34M | ﹤0.01% | 311 |
|
|
2022
Q1 | $1.64M | Buy |
6,235
+168
| +3% | +$44.2K | 0.25% | 51 |
|
|
2021
Q4 | $1.68M | Buy |
6,067
+139
| +2% | +$38.6K | 0.25% | 52 |
|
|
2021
Q3 | $1.51M | Sell |
5,928
-168
| -3% | -$42.8K | 0.25% | 52 |
|
|
2021
Q2 | $1.56M | Buy |
6,096
+575
| +10% | +$147K | 0.26% | 51 |
|
|
2021
Q1 | $1.31M | Sell |
5,521
-86
| -2% | -$20.4K | 0.25% | 52 |
|
|
2020
Q4 | $1.25M | Sell |
5,607
-5
| -0.1% | -$1.12K | 0.26% | 52 |
|
|
2020
Q3 | $1.1M | Hold |
5,612
| – | – | 0.26% | 48 |
|
|
2020
Q2 | $1.01M | Buy |
+5,612
| New | +$1.01M | 0.26% | 50 |
|