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BRIDGES INVESTMENT MANAGEMENT INC Historic Quarter Change: USA ETF, Reduced

BRIDGES INVESTMENT MANAGEMENT INC historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, BRIDGES INVESTMENT MANAGEMENT INC opened 59 positions, added to 278, reduced 222 and sold out of 31.

  • Q2 2026: Stock IJR; Country of operation —; Class ETF; Shares before 1,341,939.
  • Q2 2026: Stock IWD; Country of operation —; Class ETF; Shares before 257,253.
  • Q2 2026: Stock VEU; Country of operation —; Class ETF; Shares before 662,141.
  • Q2 2026: Stock VOO; Country of operation —; Class ETF; Shares before 35,365.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1007295), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-24); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-10-24); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-10-24); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-13); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-02); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-21); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-24); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-04); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-21); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-06); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-31); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2000-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IJR
ISHARES CORE S&P SMALL CAP ETF
ETF1,341,9391,333,633-8,306$166,816,460$197,791,052+$30,974,5922026-08-07
Q2 2026IWD
ISHARES RUSSELL 1000 VALUE ETF
ETF257,253253,556-3,697$54,967,320$61,469,486+$6,502,1662026-08-07
Q2 2026VEU
VANGUARD FTSE ALL-WORLD EX-US
ETF662,141647,813-14,328$49,726,792$54,254,334+$4,527,5422026-08-07
Q2 2026VOO
VANGUARD S&P 500 ETF
ETF35,36534,724-641$21,132,549$23,849,011+$2,716,4622026-08-07
Q2 2026IWR
ISHARES RUSSELL MID CAP ETF
ETF210,148209,499-649$20,432,690$23,111,930+$2,679,2402026-08-07
Q2 2026SPY
STATE STREET SPDR S&P 500 ETF
ETF10,6866,009-4,677$6,949,215$4,487,487-$2,461,7282026-08-07
Q2 2026VB
VANGUARD SMALL CAP INDEX FUND
ETF39,95839,944-14$10,465,798$12,107,748+$1,641,9502026-08-07
Q2 2026QDF
FLEXSHARES QUALITY DIVIDEND IN
ETF121,748121,348-400$9,629,049$10,911,613+$1,282,5642026-08-07
Q2 2026IEMG
ISHARES CORE MSCI EMERGING MKT
ETF332,484294,983-37,501$23,190,759$24,436,391+$1,245,6322026-08-07
Q2 2026IWM
ISHARES RUSSELL 2000 ETF
ETF25,01624,631-385$6,203,968$7,400,384+$1,196,4162026-08-07
Q2 2026IJS
ISHARES S&P SMALL CAP 600 VALU
ETF21,09620,914-182$2,498,821$2,858,526+$359,7052026-08-07
Q2 2026VTV
VANGUARD VALUE INDEX FUND - ET
ETF8,3168,300-16$1,631,599$1,808,819+$177,2202026-08-07
Q2 2026BIZD
VANECK BDC INCOME ETF
ETF135,805123,645-12,160$1,738,304$1,565,346-$172,9582026-08-07
Q2 2026IVE
ISHARES S&P 500 VALUE INDEX FU
ETF11,54511,462-83$2,437,727$2,602,562+$164,8352026-08-07
Q2 2026IJT
ISHARES S&P SMALL CAP 600 GROW
ETF3,3803,340-40$489,090$596,487+$107,3972026-08-07
Q2 2026IWB
ISHARES RUSSELL 1000 ETF
ETF6,0465,127-919$2,155,761$2,099,507-$56,2542026-08-07
Q2 2026REM
ISHARES MORTGAGE REAL ESTATE E
ETF95,62395,079-544$2,053,026$2,096,492+$43,4662026-08-07
Q2 2026IWP
ISHARES RUSSELL MID-CAP GROWTH
ETF3,0772,898-179$394,225$424,296+$30,0712026-08-07
Q2 2026VNQ
VANGUARD REAL ESTATE ETF
ETF6,0935,902-191$540,449$569,130+$28,6812026-08-07
Q2 2026SCHB
SCHWAB US BROAD MARKET ETF
ETF8,4488,016-432$212,045$232,143+$20,0982026-08-07
Q2 2026ARKF
ARK FINTECH INNOVATION ETF
ETF10,0939,706-387$383,635$382,998-$6372026-08-07

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