Three Bridge Wealth Advisors, LLC IWR holdings history
ISHARES RUSSELL MID-CAP ETF · CUSIP 464287499 · CIK 1950962
As of 2026-06-30, Three Bridge Wealth Advisors, LLC reported 151.76K IWR (shares), valued at $16.74M, or 4.19% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares increased 2.93%; reported value increased 16.78%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.19% | 151,759 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 3.94% | 147,446 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 3.46% | 136,318 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 3.25% | 130,562 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 3.11% | 128,412 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 3.81% | 128,561 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 3.88% | 125,329 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 3.55% | 109,113 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 2.92% | 90,736 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 2.55% | 76,876 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 1.91% | 71,056 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 1.97% | 68,319 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.97% | 68,319 | $4.75M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 1.91% | 71,056 | $5.52M | Shares increased 4.01%; reported value increased 16.20%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 2.55% | 76,876 | $6.46M | Shares increased 8.19%; reported value increased 17.04%, and weight changed +0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 2.92% | 90,736 | $7.36M | Shares increased 18.03%; reported value increased 13.80%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 3.55% | 109,113 | $9.62M | Shares increased 20.25%; reported value increased 30.72%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 3.88% | 125,329 | $11.08M | Shares increased 14.86%; reported value increased 15.20%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 3.81% | 128,561 | $10.94M | Shares increased 2.58%; reported value decreased 1.29%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 3.11% | 128,412 | $11.81M | Shares decreased 0.12%; reported value increased 7.99%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 3.25% | 130,562 | $12.61M | Shares increased 1.67%; reported value increased 6.74%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 3.46% | 136,318 | $13.12M | Shares increased 4.41%; reported value increased 4.11%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 3.94% | 147,446 | $14.34M | Shares increased 8.16%; reported value increased 9.24%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 4.19% | 151,759 | $16.74M | Shares increased 2.93%; reported value increased 16.78%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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