RWP
Revolve Wealth Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
19,922
-62
| -0.3% | -$6.78K | 0.28% | 52 |
|
|
2025
Q1 | $2.09M | Sell |
19,984
-132
| -0.7% | -$13.8K | 0.3% | 50 |
|
|
2024
Q4 | $2.32M | Sell |
20,116
-159
| -0.8% | -$18.3K | 0.34% | 46 |
|
|
2024
Q3 | $2.37M | Sell |
20,275
-1,248
| -6% | -$146K | 0.36% | 44 |
|
|
2024
Q2 | $2.3M | Sell |
21,523
-938
| -4% | -$100K | 0.38% | 40 |
|
|
2024
Q1 | $2.48M | Buy |
22,461
+80
| +0.4% | +$8.84K | 0.42% | 37 |
|
|
2023
Q4 | $2.42M | Sell |
22,381
-1,005
| -4% | -$109K | 0.47% | 35 |
|
|
2023
Q3 | $2.21M | Sell |
23,386
-585
| -2% | -$55.2K | 0.51% | 37 |
|
|
2023
Q2 | $2.39M | Sell |
23,971
-5,108
| -18% | -$509K | 0.56% | 35 |
|
|
2023
Q1 | $2.81M | Sell |
29,079
-9,249
| -24% | -$894K | 0.72% | 30 |
|
|
2022
Q4 | $3.63M | Sell |
38,328
-4,196
| -10% | -$397K | 1.04% | 20 |
|
|
2022
Q3 | $3.71M | Buy |
42,524
+803
| +2% | +$70K | 1.24% | 22 |
|
|
2022
Q2 | $3.86M | Buy |
41,721
+1,362
| +3% | +$126K | 1.27% | 20 |
|
|
2022
Q1 | $4.35M | Buy |
40,359
+1,572
| +4% | +$170K | 1.26% | 21 |
|
|
2021
Q4 | $4.44M | Buy |
+38,787
| New | +$4.44M | 1.28% | 20 |
|