RWP
Revolve Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
1,229
-280
| -19% | -$95.1K | 0.05% | 137 |
|
|
2025
Q1 | $463K | Hold |
1,509
| – | – | 0.07% | 127 |
|
|
2024
Q4 | $486K | Buy |
1,509
+542
| +56% | +$175K | 0.07% | 124 |
|
|
2024
Q3 | $304K | Hold |
967
| – | – | 0.05% | 148 |
|
|
2024
Q2 | $288K | Sell |
967
-10
| -1% | -$2.98K | 0.05% | 135 |
|
|
2024
Q1 | $281K | Buy |
+977
| New | +$281K | 0.05% | 138 |
|