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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.93M	Buy	+7,953	New	+$1.85M	0.2%	74
2025 Q4	–	Sell	-1,420	Closed	-$289K	–	231
2025 Q3	$289K	Buy	+1,420	New	+$282K	0.03%	176

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return