RWP
Revolve Wealth Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+1,637
| New | +$202K | 0.03% | 218 |
|
|
2025
Q1 | – | Sell |
-1,712
| Closed | -$214K | – | 232 |
|
|
2024
Q4 | $214K | Hold |
1,712
| – | – | 0.03% | 203 |
|
|
2024
Q3 | $212K | Buy |
+1,712
| New | +$212K | 0.03% | 186 |
|
|
2024
Q2 | – | Sell |
-1,804
| Closed | -$213K | – | 181 |
|
|
2024
Q1 | $213K | Sell |
1,804
-21
| -1% | -$2.48K | 0.04% | 171 |
|
|
2023
Q4 | $208K | Buy |
+1,825
| New | +$208K | 0.04% | 153 |
|
|
2023
Q3 | – | Sell |
-1,919
| Closed | -$206K | – | 151 |
|
|
2023
Q2 | $206K | Buy |
+1,919
| New | +$206K | 0.05% | 140 |
|
|
2022
Q3 | – | Sell |
-2,689
| Closed | -$254K | – | 134 |
|
|
2022
Q2 | $254K | Sell |
2,689
-255
| -9% | -$24.1K | 0.08% | 106 |
|
|
2022
Q1 | $323K | Sell |
2,944
-179
| -6% | -$19.6K | 0.09% | 98 |
|
|
2021
Q4 | $346K | Buy |
+3,123
| New | +$346K | 0.1% | 100 |
|