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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$371K	Hold	3,360	–	–	0.04%	237
2026 Q1	$327K	Hold	3,360	–	–	0.04%	171
2025 Q4	$323K	Sell	3,360 -3,857	-53%	-$371K	0.04%	180
2025 Q3	$697K	Buy	7,217 +3,857	+115%	+$366K	0.08%	103
2025 Q2	$309K	Hold	3,360	–	–	0.04%	168
2025 Q1	$286K	Sell	3,360 -296	-8%	-$26.4K	0.04%	168
2024 Q4	$323K	Buy	+3,656	New	+$332K	0.05%	156

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Revolve Wealth Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,360 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #237.

Revolve Wealth Partners first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $697K in Q3 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Revolve Wealth Partners held 3,360 shares of iShares Russell Mid-Cap ETF worth $371K as of Q2 2026.
Revolve Wealth Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Revolve Wealth Partners's portfolio in Q2 2026, its #237 holding.
Revolve Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Revolve Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $697K in Q3 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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