RWP
Revolve Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $389K | Buy |
1,108
+2
| +0.2% | +$702 | 0.05% | 140 |
|
2025
Q1 | $351K | Hold |
1,106
| – | – | 0.05% | 151 |
|
2024
Q4 | $370K | Hold |
1,106
| – | – | 0.05% | 140 |
|
2024
Q3 | $361K | Hold |
1,106
| – | – | 0.06% | 137 |
|
2024
Q2 | $341K | Hold |
1,106
| – | – | 0.06% | 124 |
|
2024
Q1 | $332K | Hold |
1,106
| – | – | 0.06% | 122 |
|
2023
Q4 | $303K | Hold |
1,106
| – | – | 0.06% | 120 |
|
2023
Q3 | $271K | Hold |
1,106
| – | – | 0.06% | 118 |
|
2023
Q2 | $281K | Buy |
1,106
+24
| +2% | +$6.11K | 0.07% | 113 |
|
2023
Q1 | $255K | Hold |
1,082
| – | – | 0.06% | 123 |
|
2022
Q4 | $239K | Hold |
1,082
| – | – | 0.07% | 126 |
|
2022
Q3 | $224K | Sell |
1,082
-24
| -2% | -$4.97K | 0.07% | 113 |
|
2022
Q2 | $240K | Buy |
+1,106
| New | +$240K | 0.08% | 112 |
|