Revolve Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $899K | Buy |
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|
2025
Q2 | $810K | Sell |
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|
2025
Q1 | $811K | Buy |
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|
2024
Q4 | $833K | Buy |
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|
2024
Q3 | $835K | Hold |
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|
2024
Q2 | $762K | Hold |
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|
2024
Q1 | $791K | Buy |
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|
2023
Q4 | $714K | Hold |
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|
2023
Q3 | $640K | Hold |
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|
2023
Q2 | $674K | Hold |
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|
2023
Q1 | $652K | Sell |
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|
2022
Q4 | $679K | Sell |
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|
2022
Q3 | $655K | Sell |
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|
2022
Q2 | $700K | Buy |
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|
2022
Q1 | $821K | Sell |
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|
2021
Q4 | $867K | Buy |
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