Revolve Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1M	Sell	6,856 -184	-3%	-$25.4K	0.1%	105
2026 Q1	$902K	Sell	7,040 -6	-0.1%	-$812	0.12%	88
2025 Q4	$965K	Sell	7,046 -324	-4%	-$45.3K	0.11%	92
2025 Q3	$1.05M	Buy	7,370 +324	+5%	+$45.8K	0.13%	86
2025 Q2	$977K	Sell	7,046 -324	-4%	-$41K	0.13%	85
2025 Q1	$866K	Hold	7,370	–	–	0.13%	86
2024 Q4	$934K	Buy	7,370 +182	+3%	+$23.1K	0.14%	81
2024 Q3	$843K	Hold	7,188	–	–	0.13%	82
2024 Q2	$793K	Sell	7,188 -187	-3%	-$20.5K	0.13%	81
2024 Q1	$842K	Buy	7,375 +187	+3%	+$20.2K	0.14%	71
2023 Q4	$751K	Sell	7,188 -10	-0.1%	-$948	0.14%	70
2023 Q3	$658K	Buy	7,198 +10	+0.1%	+$956	0.15%	72
2023 Q2	$695K	Hold	7,188	–	–	0.16%	68
2023 Q1	$654K	Sell	7,188 -31	-0.4%	-$2.77K	0.17%	70
2022 Q4	$604K	Sell	7,219 -396	-5%	-$33.3K	0.17%	68
2022 Q3	$597K	Hold	7,615	–	–	0.2%	63
2022 Q2	$603K	Sell	7,615 -83	-1%	-$7.23K	0.2%	62
2022 Q1	$774K	Sell	7,698 -257	-3%	-$25.6K	0.22%	59
2021 Q4	$917K	Buy	+7,955	New	+$928K	0.26%	59

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Revolve Wealth Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.6% in Q2 2026, selling an estimated $25.4K and leaving 6,856 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #105.

Revolve Wealth Partners first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Revolve Wealth Partners held 6,856 shares of iShares Russell Mid-Cap Growth ETF worth $1M as of Q2 2026.
Revolve Wealth Partners sold 184 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $25.4K.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Revolve Wealth Partners's portfolio in Q2 2026, its #105 holding.
Revolve Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Revolve Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $1.05M in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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