Three Bridge Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Other funds holding IWM
Three Bridge Wealth Advisors's IWM Position: Q2 2026 in Review
Three Bridge Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 4.9% in Q2 2026, buying an estimated $330K and bringing the position to 25,092 shares worth $7.54M. The position accounts for 1.89% of the portfolio, ranked #17.
Three Bridge Wealth Advisors first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Three Bridge Wealth Advisors held 25,092 shares of iShares Russell 2000 ETF worth $7.54M as of Q2 2026.
- Three Bridge Wealth Advisors bought 1,175 iShares Russell 2000 ETF shares in Q2 2026, an estimated $330K.
- iShares Russell 2000 ETF made up 1.89% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #17 holding.
- Three Bridge Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
- 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.