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

Three Bridge Wealth Advisors’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
2026 Q1	$307K	Sell	1,620 -200	-11%	-$38.7K	0.08%	71
2025 Q4	$330K	Hold	1,820	–	–	0.09%	72
2025 Q3	$322K	Hold	1,820	–	–	0.08%	68
2025 Q2	$287K	Hold	1,820	–	–	0.08%	93
2025 Q1	$275K	Hold	1,820	–	–	0.1%	73
2024 Q4	$299K	Hold	1,820	–	–	0.1%	73
2024 Q3	$304K	Hold	1,820	–	–	0.11%	70
2024 Q2	$277K	Buy	1,820 +30	+2%	+$4.59K	0.11%	72
2024 Q1	$284K	Hold	1,790	–	–	0.11%	76
2023 Q4	$278K	Hold	1,790	–	–	0.1%	76
2023 Q3	$244K	Hold	1,790	–	–	0.1%	76
2023 Q2	$252K	Hold	1,790	–	–	0.11%	77
2023 Q1	$245K	Sell	1,790 -18	-1%	-$2.61K	0.11%	76
2022 Q4	$251K	Hold	1,808	–	–	0.13%	73
2022 Q3	$233K	Buy	1,808 +30	+2%	+$4.34K	0.12%	78
2022 Q2	$242K	Hold	1,778	–	–	0.12%	78
2022 Q1	$287K	Buy	+1,778	New	+$283K	0.08%	74

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Three Bridge Wealth Advisors's IWN Position: Q1 2026 in Review

Three Bridge Wealth Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 11% in Q1 2026, selling an estimated $38.7K and leaving 1,620 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #71.

Three Bridge Wealth Advisors first reported a position in IWN in Q1 2022 and has held it in 17 quarters since. The position peaked at $330K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Three Bridge Wealth Advisors held 1,620 shares of iShares Russell 2000 Value ETF worth $307K as of Q1 2026.
Three Bridge Wealth Advisors sold 200 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $38.7K.
iShares Russell 2000 Value ETF made up 0.08% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #71 holding.
Three Bridge Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 17 quarters since.
Three Bridge Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $330K in Q4 2025.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.