RWP
Revolve Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Sell |
10,522
-1,551
| -13% | -$335K | 0.3% | 47 |
|
|
2025
Q1 | $2.41M | Sell |
12,073
-160
| -1% | -$31.9K | 0.35% | 41 |
|
|
2024
Q4 | $2.7M | Buy |
12,233
+1,431
| +13% | +$316K | 0.39% | 40 |
|
|
2024
Q3 | $2.39M | Sell |
10,802
-38
| -0.4% | -$8.39K | 0.36% | 43 |
|
|
2024
Q2 | $2.2M | Sell |
10,840
-178
| -2% | -$36.1K | 0.36% | 42 |
|
|
2024
Q1 | $2.32M | Buy |
11,018
+4
| +0% | +$841 | 0.39% | 41 |
|
|
2023
Q4 | $2.21M | Sell |
11,014
-503
| -4% | -$101K | 0.43% | 39 |
|
|
2023
Q3 | $2.04M | Buy |
11,517
+62
| +0.5% | +$11K | 0.47% | 38 |
|
|
2023
Q2 | $2.15M | Sell |
11,455
-108
| -0.9% | -$20.2K | 0.5% | 41 |
|
|
2023
Q1 | $2.06M | Sell |
11,563
-288
| -2% | -$51.4K | 0.52% | 40 |
|
|
2022
Q4 | $2.07M | Sell |
11,851
-1,690
| -12% | -$295K | 0.59% | 37 |
|
|
2022
Q3 | $2.23M | Buy |
13,541
+1,168
| +9% | +$193K | 0.75% | 27 |
|
|
2022
Q2 | $2.1M | Buy |
12,373
+891
| +8% | +$151K | 0.69% | 32 |
|
|
2022
Q1 | $2.36M | Sell |
11,482
-184
| -2% | -$37.8K | 0.68% | 29 |
|
|
2021
Q4 | $2.6M | Buy |
+11,666
| New | +$2.6M | 0.75% | 28 |
|