Three Bridge Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Three Bridge Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.65M	Hold
2025 Q2	$4.15M	Hold
2025 Q1	$3.83M	Hold
2024 Q4	$4.25M	Buy
2024 Q3	$3.19M	Buy
2024 Q2	$1.85M	Buy
2024 Q1	$797K	Buy