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

Revolve Wealth Partners’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$961K Sell
5,836
-116
-2% -$18.3K 0.1% 111
2026
Q1 		$867K Sell
5,952
-2
-0% -$297 0.11% 90
2025
Q4 		$840K Sell
5,954
-486
-8% -$67.9K 0.1% 99
2025
Q3 		$899K Buy
6,440
+307
+5% +$42K 0.11% 94
2025
Q2 		$810K Sell
6,133
-307
-5% -$38.5K 0.11% 95
2025
Q1 		$811K Buy
6,440
+1
+0% +$130 0.12% 90
2024
Q4 		$833K Buy
6,439
+124
+2% +$16.6K 0.12% 90
2024
Q3 		$835K Hold
6,315
– – 0.13% 83
2024
Q2 		$762K Hold
6,315
– – 0.13% 82
2024
Q1 		$791K Buy
6,315
+179
+3% +$21.1K 0.13% 76
2023
Q4 		$714K Hold
6,136
– – 0.14% 72
2023
Q3 		$640K Hold
6,136
– – 0.15% 76
2023
Q2 		$674K Hold
6,136
– – 0.16% 69
2023
Q1 		$652K Sell
6,136
-312
-5% -$34K 0.17% 71
2022
Q4 		$679K Sell
6,448
-367
-5% -$38.5K 0.19% 64
2022
Q3 		$655K Sell
6,815
-76
-1% -$8.12K 0.22% 61
2022
Q2 		$700K Buy
6,891
+29
+0.4% +$3.24K 0.23% 57
2022
Q1 		$821K Sell
6,862
-220
-3% -$25.9K 0.24% 58
2021
Q4 		$867K Buy
+7,082
New +$845K 0.25% 61

Other funds holding IWS

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

Revolve Wealth Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.9% in Q2 2026, selling an estimated $18.3K and leaving 5,836 shares worth $961K. The position accounts for 0.1% of the portfolio, ranked #111.

Revolve Wealth Partners first reported a position in IWS in Q4 2021 and has held it in 19 quarters since. 215 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Revolve Wealth Partners held 5,836 shares of iShares Russell Mid-Cap Value ETF worth $961K as of Q2 2026.
  • Revolve Wealth Partners sold 116 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $18.3K.
  • iShares Russell Mid-Cap Value ETF made up 0.1% of Revolve Wealth Partners's portfolio in Q2 2026, its #111 holding.
  • Revolve Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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