TBWA
Three Bridge Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
128,412
-149
| -0.1% | -$13.7K | 3.11% | 10 |
|
|
2025
Q1 | $10.9M | Buy |
128,561
+3,232
| +3% | +$275K | 3.81% | 8 |
|
|
2024
Q4 | $11.1M | Buy |
125,329
+16,216
| +15% | +$1.43M | 3.88% | 6 |
|
|
2024
Q3 | $9.62M | Buy |
109,113
+18,377
| +20% | +$1.62M | 3.55% | 7 |
|
|
2024
Q2 | $7.36M | Buy |
90,736
+13,860
| +18% | +$1.12M | 2.92% | 8 |
|
|
2024
Q1 | $6.46M | Buy |
76,876
+5,820
| +8% | +$489K | 2.55% | 10 |
|
|
2023
Q4 | $5.52M | Buy |
71,056
+2,737
| +4% | +$213K | 1.91% | 15 |
|
|
2023
Q3 | $4.75M | Sell |
68,319
-3,434
| -5% | -$239K | 1.97% | 14 |
|
|
2023
Q2 | $5.24M | Sell |
71,753
-1,230
| -2% | -$89.8K | 2.22% | 13 |
|
|
2023
Q1 | $5.1M | Buy |
72,983
+4,547
| +7% | +$318K | 2.36% | 12 |
|
|
2022
Q4 | $4.62M | Sell |
68,436
-20,770
| -23% | -$1.4M | 2.47% | 12 |
|
|
2022
Q3 | $5.54M | Buy |
89,206
+180
| +0.2% | +$11.2K | 2.82% | 7 |
|
|
2022
Q2 | $5.76M | Buy |
89,026
+18,215
| +26% | +$1.18M | 2.82% | 7 |
|
|
2022
Q1 | $5.53M | Buy |
+70,811
| New | +$5.53M | 1.55% | 10 |
|