Three Bridge Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
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|
2025
Q1 | $10.9M | Buy |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $9.62M | Buy |
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|
2024
Q2 | $7.36M | Buy |
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|
2024
Q1 | $6.46M | Buy |
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|
2023
Q4 | $5.52M | Buy |
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|
2023
Q3 | $4.75M | Sell |
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|
2023
Q2 | $5.24M | Sell |
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|
2023
Q1 | $5.1M | Buy |
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|
2022
Q4 | $4.62M | Sell |
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|
2022
Q3 | $5.54M | Buy |
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|
2022
Q2 | $5.76M | Buy |
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|
2022
Q1 | $5.53M | Buy |
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