Three Bridge Wealth Advisors, LLC IWR Holdings History
Three Bridge Wealth Advisors, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, Three Bridge Wealth Advisors, LLC held 128,561.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $10.94 Mil. This investment constitutes 3.81% of their stock portfolio, and Three Bridge Wealth Advisors, LLC now holds 0.03% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2022Q1. And since then Three Bridge Wealth Advisors, LLC has made 8 purchases of IWR, at an average price of $78.46, for a total of 153,995.00 shares. In addition, there have been 3 sales at an average price of $68.06 for 25,434.00 shares. Based on historical transaction data and IWR's current price of $93.91, Three Bridge Wealth Advisors, LLC's estimated gain on his IWR holdings is $1.72 Mil, reflecting a 14.25% gain to date.
Three Bridge Wealth Advisors, LLC IWR ($93.91) Holding Chart
Three Bridge Wealth Advisors, LLC IWR ($93.91) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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