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iShares Russell Microcap Index shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Microcap 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 Microcap Index by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 18k 121.19
2023-12-31 $2.1M 18k 116.03
2023-09-30 $1.8M 18k 100.10
2023-06-30 $2.0M 18k 109.30
2023-03-31 $1.8M 18k 104.51
2022-12-31 $1.9M 18k 107.83
2022-09-30 $3.1M 30k 103.39
2022-06-30 $3.1M 30k 103.96
2022-03-31 $3.0M 23k 130.71
2021-12-31 $3.2M 23k 139.73
2021-09-30 $942k 6.5k 144.39
2021-06-30 $996k 6.5k 152.67
2021-03-31 $1.1M 7.3k 146.92
2020-12-31 $849k 7.2k 118.61
2020-09-30 $647k 7.2k 90.46
2020-06-30 $627k 7.2k 87.28

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

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