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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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 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. 1,015 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.
  • 1,015 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.