Rockbridge Investment Management, LCC's ownership history for IWM

Rockbridge Investment Management, LCC currently holds 3.7K shares with a market value of $890.7K. It started holding IWM on 2024-12-31. At its peak, it held 4.1K shares on 2024-12-31. Its highest holding value was $897.8K on 2024-12-31. At its lowest, it held 3.7K shares on 2025-09-30, with a value of $810.5K on 2025-03-31. In the recent 180 days, Rockbridge Investment Management, LCC has decreased its shares by 382.