Three Bridge Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
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|
2025
Q1 | $275K | Hold |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $304K | Hold |
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|
2024
Q2 | $277K | Buy |
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|
2024
Q1 | $284K | Hold |
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|
2023
Q4 | $278K | Hold |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $287K | Buy |
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