iShares Russell 2000 Index shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $753k | 3.4k | 220.89 |
| 2024-06-30 | $443k | 2.2k | 202.89 |
| 2024-03-31 | $354k | 1.7k | 210.30 |
| 2023-12-31 | $336k | 1.7k | 200.71 |
| 2023-09-30 | $293k | 1.7k | 176.74 |
| 2023-06-30 | $304k | 1.6k | 187.27 |
| 2023-03-31 | $280k | 1.6k | 178.40 |
| 2022-12-31 | $275k | 1.6k | 174.36 |
| 2022-09-30 | $260k | 1.6k | 164.92 |
| 2022-06-30 | $266k | 1.6k | 169.36 |
| 2022-03-31 | $743k | 3.6k | 207.57 |
| 2021-12-31 | $796k | 3.6k | 222.47 |
| 2021-09-30 | $700k | 3.2k | 218.75 |
| 2021-06-30 | $735k | 3.2k | 229.47 |
| 2021-03-31 | $433k | 2.0k | 220.69 |
| 2020-12-31 | $478k | 2.4k | 196.06 |
| 2020-09-30 | $335k | 2.2k | 149.75 |
| 2020-06-30 | $268k | 1.9k | 143.16 |
More positions owned by Rockbridge Investment Management, LCC
View all positions for Rockbridge Investment Management, LCC