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Bridge Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bridge Advisory’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.08M Buy
6,495
+33
+0.5% +$5.36K 0.52% 53
2024
Q2 		$984K Sell
6,462
-269
-4% -$41.1K 0.48% 52
2024
Q1 		$1.07M Buy
6,731
+24
+0.4% +$3.63K 0.53% 50
2023
Q4 		$1.04M Sell
6,707
-672
-9% -$93.1K 0.52% 51
2023
Q3 		$1M Buy
+7,379
New +$1.06M 0.35% 64

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bridge Advisory's IWN Position: Q3 2024 in Review

Bridge Advisory increased its iShares Russell 2000 Value ETF (IWN) stake by 0.51% in Q3 2024, buying an estimated $5.36K and bringing the position to 6,495 shares worth $1.08M. The position accounts for 0.52% of the portfolio, ranked #53.

Bridge Advisory first reported a position in IWN in Q3 2023 and has held it in 5 quarters since. 975 funds tracked by Wall St. Rank hold IWN as of Q3 2024.

  • Bridge Advisory held 6,495 shares of iShares Russell 2000 Value ETF worth $1.08M as of Q3 2024.
  • Bridge Advisory bought 33 iShares Russell 2000 Value ETF shares in Q3 2024, an estimated $5.36K.
  • iShares Russell 2000 Value ETF made up 0.52% of Bridge Advisory's portfolio in Q3 2024, its #53 holding.
  • Bridge Advisory first reported a position in iShares Russell 2000 Value ETF in Q3 2023 and has held it in 5 quarters since.
  • 975 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.