Revolve Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Revolve Wealth Partners’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$269K	Sell	656 -7	-1%	-$2.77K	0.03%	291
2026 Q1	$236K	Sell	663 -5	-0.7%	-$1.86K	0.03%	202
2025 Q4	$249K	Sell	668 -246	-27%	-$91.1K	0.03%	200
2025 Q3	$334K	Sell	914 -315	-26%	-$111K	0.04%	170
2025 Q2	$417K	Sell	1,229 -280	-19%	-$87.9K	0.05%	139
2025 Q1	$463K	Hold	1,509	–	–	0.07%	127
2024 Q4	$486K	Buy	1,509 +542	+56%	+$176K	0.07%	125
2024 Q3	$304K	Hold	967	–	–	0.05%	150
2024 Q2	$288K	Sell	967 -10	-1%	-$2.87K	0.05%	137
2024 Q1	$281K	Buy	+977	New	+$268K	0.05%	140

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Revolve Wealth Partners's IWB Position: Q2 2026 in Review

Revolve Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q2 2026, selling an estimated $2.77K and leaving 656 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #291.

Revolve Wealth Partners first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. The position peaked at $486K in Q4 2024. 440 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Revolve Wealth Partners held 656 shares of iShares Russell 1000 ETF worth $269K as of Q2 2026.
Revolve Wealth Partners sold 7 iShares Russell 1000 ETF shares in Q2 2026, an estimated $2.77K.
iShares Russell 1000 ETF made up 0.03% of Revolve Wealth Partners's portfolio in Q2 2026, its #291 holding.
Revolve Wealth Partners first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
Revolve Wealth Partners's iShares Russell 1000 ETF position peaked at $486K in Q4 2024.
440 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.