TBWA
Three Bridge Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$4.57K | 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% | -$2.47K | 0.11% | 76 |
|
|
2022
Q4 | $251K | Hold |
1,808
| – | – | 0.13% | 73 |
|
|
2022
Q3 | $233K | Buy |
1,808
+30
| +2% | +$3.87K | 0.12% | 78 |
|
|
2022
Q2 | $242K | Hold |
1,778
| – | – | 0.12% | 78 |
|
|
2022
Q1 | $287K | Buy |
+1,778
| New | +$287K | 0.08% | 74 |
|