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Revolve Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Revolve Wealth Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.91M Sell
9,701
-64
-0.7% -$18K 0.3% 52
2026
Q1 		$2.42M Sell
9,765
-324
-3% -$83.6K 0.31% 49
2025
Q4 		$2.48M Sell
10,089
-2,012
-17% -$495K 0.29% 50
2025
Q3 		$2.93M Buy
12,101
+1,579
+15% +$362K 0.35% 42
2025
Q2 		$2.27M Sell
10,522
-1,551
-13% -$312K 0.3% 48
2025
Q1 		$2.41M Sell
12,073
-160
-1% -$34.7K 0.35% 41
2024
Q4 		$2.7M Buy
12,233
+1,431
+13% +$326K 0.39% 41
2024
Q3 		$2.39M Sell
10,802
-38
-0.4% -$8.13K 0.36% 43
2024
Q2 		$2.2M Sell
10,840
-178
-2% -$36K 0.36% 42
2024
Q1 		$2.32M Buy
11,018
+4
+0% +$798 0.39% 41
2023
Q4 		$2.21M Sell
11,014
-503
-4% -$90.1K 0.43% 39
2023
Q3 		$2.04M Buy
11,517
+62
+0.5% +$11.6K 0.47% 38
2023
Q2 		$2.15M Sell
11,455
-108
-0.9% -$19.3K 0.5% 41
2023
Q1 		$2.06M Sell
11,563
-288
-2% -$53K 0.52% 40
2022
Q4 		$2.07M Sell
11,851
-1,690
-12% -$301K 0.59% 37
2022
Q3 		$2.23M Buy
13,541
+1,168
+9% +$213K 0.75% 27
2022
Q2 		$2.1M Buy
12,373
+891
+8% +$164K 0.69% 32
2022
Q1 		$2.36M Sell
11,482
-184
-2% -$37.5K 0.68% 29
2021
Q4 		$2.6M Buy
+11,666
New +$2.64M 0.75% 28

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Revolve Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 0.66% in Q2 2026, selling an estimated $18K and leaving 9,701 shares worth $2.91M. The position accounts for 0.3% of the portfolio, ranked #52.

Revolve Wealth Partners first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.93M in Q3 2025. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Revolve Wealth Partners held 9,701 shares of iShares Russell 2000 ETF worth $2.91M as of Q2 2026.
  • Revolve Wealth Partners sold 64 iShares Russell 2000 ETF shares in Q2 2026, an estimated $18K.
  • iShares Russell 2000 ETF made up 0.3% of Revolve Wealth Partners's portfolio in Q2 2026, its #52 holding.
  • Revolve Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's iShares Russell 2000 ETF position peaked at $2.93M in Q3 2025.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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