Revolve Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$475K	Buy	1,115 +2	+0.2%	+$824	0.05%	195
2026 Q1	$413K	Sell	1,113 -1	-0.1%	-$387	0.05%	148
2025 Q4	$431K	Buy	1,114 +4	+0.4%	+$1.53K	0.05%	148
2025 Q3	$420K	Buy	1,110 +2	+0.2%	+$729	0.05%	141
2025 Q2	$389K	Buy	1,108 +2	+0.2%	+$650	0.05%	142
2025 Q1	$351K	Hold	1,106	–	–	0.05%	151
2024 Q4	$370K	Hold	1,106	–	–	0.05%	142
2024 Q3	$361K	Hold	1,106	–	–	0.06%	139
2024 Q2	$341K	Hold	1,106	–	–	0.06%	126
2024 Q1	$332K	Hold	1,106	–	–	0.06%	124
2023 Q4	$303K	Hold	1,106	–	–	0.06%	123
2023 Q3	$271K	Hold	1,106	–	–	0.06%	121
2023 Q2	$281K	Buy	1,106 +24	+2%	+$5.77K	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%	-$5.52K	0.07%	113
2022 Q2	$240K	Buy	+1,106	New	+$262K	0.08%	112

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Revolve Wealth Partners increased its iShares Russell 3000 ETF (IWV) stake by 0.18% in Q2 2026, buying an estimated $824 and bringing the position to 1,115 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #195.

Revolve Wealth Partners first reported a position in IWV in Q2 2022 and has held it in 17 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Revolve Wealth Partners held 1,115 shares of iShares Russell 3000 ETF worth $475K as of Q2 2026.
Revolve Wealth Partners bought 2 iShares Russell 3000 ETF shares in Q2 2026, an estimated $824.
iShares Russell 3000 ETF made up 0.05% of Revolve Wealth Partners's portfolio in Q2 2026, its #195 holding.
Revolve Wealth Partners first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 17 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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