ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Rockbridge Investment Management, LCC's Holding History (CIK: 0001821984)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,467 Value ($000) $607 Avg Close Range
Q3 2025
Shares 3,681 Value ($000) $891 Avg Close Range
Q2 2025
Shares 4,063 Value ($000) $877 Avg Close Range
Q1 2025
Shares 4,063 Value ($000) $811 Avg Close Range
Q4 2024
Shares 4,063 Value ($000) $898 Avg Close Range
Q3 2024
Shares 3,408 Value ($000) $753 Avg Close Range
Q2 2024
Shares 2,183 Value ($000) $443 Avg Close Range
Q1 2024
Shares 1,683 Value ($000) $354 Avg Close Range
Q4 2023
Shares 1,673 Value ($000) $336 Avg Close Range
Q3 2023
Shares 1,658 Value ($000) $293 Avg Close Range
Q2 2023
Shares 1,623 Value ($000) $304 Avg Close Range
Q1 2023
Shares 1,568 Value ($000) $280 Avg Close Range
Q4 2022
Shares 1,578 Value ($000) $275 Avg Close Range
Q3 2022
Shares 1,578 Value ($000) $260 Avg Close Range
Q2 2022
Shares 1,568 Value ($000) $266 Avg Close Range
Q1 2022
Shares 3,579 Value ($000) $743 Avg Close Range
Q4 2021
Shares 3,578 Value ($000) $796 Avg Close Range
Q3 2021
Shares 3,200 Value ($000) $700 Avg Close Range
Q2 2021
Shares 3,203 Value ($000) $735 Avg Close Range
Q1 2021
Shares 1,962 Value ($000) $433 Avg Close Range
Q4 2020
Shares 2,438 Value ($000) $478 Avg Close Range
Q3 2020
Shares 2,237 Value ($000) $335 Avg Close Range
Q2 2020
Shares 1,872 Value ($000) $268 Avg Close Range