RWP
Revolve Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.02M | Sell |
32,493
-52
| -0.2% | -$3.23K | 0.26% | 58 |
|
2025
Q1 | $1.9M | Sell |
32,545
-308
| -0.9% | -$18K | 0.27% | 56 |
|
2024
Q4 | $2.05M | Sell |
32,853
-31
| -0.1% | -$1.93K | 0.3% | 51 |
|
2024
Q3 | $2.05M | Sell |
32,884
-1,940
| -6% | -$121K | 0.31% | 49 |
|
2024
Q2 | $2.04M | Sell |
34,824
-969
| -3% | -$56.7K | 0.34% | 48 |
|
2024
Q1 | $2.17M | Buy |
35,793
+28,538
| +393% | +$1.73M | 0.37% | 49 |
|
2023
Q4 | $2.01M | Sell |
7,255
-501
| -6% | -$139K | 0.39% | 44 |
|
2023
Q3 | $1.93M | Sell |
7,756
-493
| -6% | -$123K | 0.45% | 44 |
|
2023
Q2 | $2.16M | Sell |
8,249
-1,853
| -18% | -$485K | 0.5% | 40 |
|
2023
Q1 | $2.53M | Sell |
10,102
-4,205
| -29% | -$1.05M | 0.64% | 34 |
|
2022
Q4 | $3.46M | Sell |
14,307
-2,984
| -17% | -$722K | 0.99% | 21 |
|
2022
Q3 | $3.79M | Sell |
17,291
-416
| -2% | -$91.2K | 1.27% | 20 |
|
2022
Q2 | $4.01M | Buy |
17,707
+2,047
| +13% | +$463K | 1.32% | 19 |
|
2022
Q1 | $4.2M | Sell |
15,660
-148
| -0.9% | -$39.7K | 1.21% | 22 |
|
2021
Q4 | $4.48M | Buy |
+15,808
| New | +$4.48M | 1.29% | 19 |
|