RWP
Revolve Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $977K | Sell |
7,046
-324
| -4% | -$44.9K | 0.13% | 84 |
|
2025
Q1 | $866K | Hold |
7,370
| – | – | 0.13% | 86 |
|
2024
Q4 | $934K | Buy |
7,370
+182
| +3% | +$23.1K | 0.14% | 80 |
|
2024
Q3 | $843K | Hold |
7,188
| – | – | 0.13% | 81 |
|
2024
Q2 | $793K | Sell |
7,188
-187
| -3% | -$20.6K | 0.13% | 80 |
|
2024
Q1 | $842K | Buy |
7,375
+187
| +3% | +$21.3K | 0.14% | 70 |
|
2023
Q4 | $751K | Sell |
7,188
-10
| -0.1% | -$1.05K | 0.14% | 69 |
|
2023
Q3 | $658K | Buy |
7,198
+10
| +0.1% | +$914 | 0.15% | 70 |
|
2023
Q2 | $695K | Hold |
7,188
| – | – | 0.16% | 68 |
|
2023
Q1 | $654K | Sell |
7,188
-31
| -0.4% | -$2.82K | 0.17% | 70 |
|
2022
Q4 | $604K | Sell |
7,219
-396
| -5% | -$33.1K | 0.17% | 68 |
|
2022
Q3 | $597K | Hold |
7,615
| – | – | 0.2% | 63 |
|
2022
Q2 | $603K | Sell |
7,615
-83
| -1% | -$6.57K | 0.2% | 62 |
|
2022
Q1 | $774K | Sell |
7,698
-257
| -3% | -$25.8K | 0.22% | 59 |
|
2021
Q4 | $917K | Buy |
+7,955
| New | +$917K | 0.26% | 59 |
|