TBWA
Three Bridge Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Hold |
19,212
| – | – | 1.09% | 21 |
|
|
2025
Q1 | $3.83M | Hold |
19,212
| – | – | 1.33% | 17 |
|
|
2024
Q4 | $4.25M | Buy |
19,212
+4,750
| +33% | +$1.05M | 1.49% | 17 |
|
|
2024
Q3 | $3.19M | Buy |
14,462
+5,325
| +58% | +$1.18M | 1.18% | 18 |
|
|
2024
Q2 | $1.85M | Buy |
9,137
+5,345
| +141% | +$1.08M | 0.73% | 28 |
|
|
2024
Q1 | $797K | Buy |
+3,792
| New | +$797K | 0.31% | 48 |
|