TBWA
Three Bridge Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38M | Sell |
17,386
-310
| -2% | -$132K | 1.95% | 15 |
|
|
2025
Q1 | $6.39M | Buy |
17,696
+3
| +0% | +$1.08K | 2.22% | 15 |
|
|
2024
Q4 | $7.11M | Buy |
17,693
+570
| +3% | +$229K | 2.49% | 14 |
|
|
2024
Q3 | $6.43M | Hold |
17,123
| – | – | 2.37% | 13 |
|
|
2024
Q2 | $6.24M | Buy |
17,123
+13
| +0.1% | +$4.74K | 2.47% | 13 |
|
|
2024
Q1 | $5.77M | Buy |
17,110
+160
| +0.9% | +$53.9K | 2.27% | 13 |
|
|
2023
Q4 | $5.14M | Buy |
16,950
+185
| +1% | +$56.1K | 1.78% | 17 |
|
|
2023
Q3 | $4.47M | Buy |
16,765
+175
| +1% | +$46.6K | 1.85% | 16 |
|
|
2023
Q2 | $4.57M | Hold |
16,590
| – | – | 1.93% | 14 |
|
|
2023
Q1 | $4.05M | Hold |
16,590
| – | – | 1.88% | 14 |
|
|
2022
Q4 | $3.55M | Buy |
16,590
+2,785
| +20% | +$597K | 1.91% | 14 |
|
|
2022
Q3 | $2.91M | Hold |
13,805
| – | – | 1.48% | 13 |
|
|
2022
Q2 | $3.02M | Buy |
13,805
+10,440
| +310% | +$2.28M | 1.48% | 12 |
|
|
2022
Q1 | $934K | Buy |
+3,365
| New | +$934K | 0.26% | 45 |
|