RWP
Revolve Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Sell |
6,133
-307
| -5% | -$40.6K | 0.11% | 94 |
|
|
2025
Q1 | $811K | Buy |
6,440
+1
| +0% | +$126 | 0.12% | 90 |
|
|
2024
Q4 | $833K | Buy |
6,439
+124
| +2% | +$16K | 0.12% | 89 |
|
|
2024
Q3 | $835K | Hold |
6,315
| – | – | 0.13% | 82 |
|
|
2024
Q2 | $762K | Hold |
6,315
| – | – | 0.13% | 81 |
|
|
2024
Q1 | $791K | Buy |
6,315
+179
| +3% | +$22.4K | 0.13% | 75 |
|
|
2023
Q4 | $714K | Hold |
6,136
| – | – | 0.14% | 71 |
|
|
2023
Q3 | $640K | Hold |
6,136
| – | – | 0.15% | 74 |
|
|
2023
Q2 | $674K | Hold |
6,136
| – | – | 0.16% | 69 |
|
|
2023
Q1 | $652K | Sell |
6,136
-312
| -5% | -$33.1K | 0.17% | 71 |
|
|
2022
Q4 | $679K | Sell |
6,448
-367
| -5% | -$38.7K | 0.19% | 64 |
|
|
2022
Q3 | $655K | Sell |
6,815
-76
| -1% | -$7.3K | 0.22% | 61 |
|
|
2022
Q2 | $700K | Buy |
6,891
+29
| +0.4% | +$2.95K | 0.23% | 57 |
|
|
2022
Q1 | $821K | Sell |
6,862
-220
| -3% | -$26.3K | 0.24% | 58 |
|
|
2021
Q4 | $867K | Buy |
+7,082
| New | +$867K | 0.25% | 61 |
|