Three Bridge Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Three Bridge Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.7M	Buy	151,759 +4,313	+3%	+$454K	4.19%	7
2026 Q1	$14.3M	Buy	147,446 +11,128	+8%	+$1.11M	3.94%	9
2025 Q4	$13.1M	Buy	136,318 +5,756	+4%	+$553K	3.46%	10
2025 Q3	$12.6M	Buy	130,562 +2,150	+2%	+$204K	3.25%	11
2025 Q2	$11.8M	Sell	128,412 -149	-0.1%	-$12.9K	3.11%	10
2025 Q1	$10.9M	Buy	128,561 +3,232	+3%	+$288K	3.81%	8
2024 Q4	$11.1M	Buy	125,329 +16,216	+15%	+$1.47M	3.88%	6
2024 Q3	$9.62M	Buy	109,113 +18,377	+20%	+$1.55M	3.55%	7
2024 Q2	$7.36M	Buy	90,736 +13,860	+18%	+$1.13M	2.92%	8
2024 Q1	$6.46M	Buy	76,876 +5,820	+8%	+$461K	2.55%	10
2023 Q4	$5.52M	Buy	71,056 +2,737	+4%	+$194K	1.91%	15
2023 Q3	$4.75M	Sell	68,319 -3,434	-5%	-$251K	1.97%	14
2023 Q2	$5.24M	Sell	71,753 -1,230	-2%	-$85.6K	2.22%	13
2023 Q1	$5.1M	Buy	72,983 +4,547	+7%	+$321K	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%	+$12.4K	2.82%	7
2022 Q2	$5.76M	Buy	89,026 +18,215	+26%	+$1.3M	2.82%	7
2022 Q1	$5.53M	Buy	+70,811	New	+$5.45M	1.55%	10

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Three Bridge Wealth Advisors's IWR Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.9% in Q2 2026, buying an estimated $454K and bringing the position to 151,759 shares worth $16.7M. The position accounts for 4.19% of the portfolio, ranked #7.

Three Bridge Wealth Advisors first reported a position in IWR in Q1 2022 and has held it in 18 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Three Bridge Wealth Advisors held 151,759 shares of iShares Russell Mid-Cap ETF worth $16.7M as of Q2 2026.
Three Bridge Wealth Advisors bought 4,313 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $454K.
iShares Russell Mid-Cap ETF made up 4.19% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Three Bridge Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.