Revolve Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $420K | Buy |
|
|||||
|
2025
Q2 | $389K | Buy |
|
|||||
|
2025
Q1 | $351K | Hold |
|
|||||
|
2024
Q4 | $370K | Hold |
|
|||||
|
2024
Q3 | $361K | Hold |
|
|||||
|
2024
Q2 | $341K | Hold |
|
|||||
|
2024
Q1 | $332K | Hold |
|
|||||
|
2023
Q4 | $303K | Hold |
|
|||||
|
2023
Q3 | $271K | Hold |
|
|||||
|
2023
Q2 | $281K | Buy |
|
|||||
|
2023
Q1 | $255K | Hold |
|
|||||
|
2022
Q4 | $239K | Hold |
|
|||||
|
2022
Q3 | $224K | Sell |
|
|||||
|
2022
Q2 | $240K | Buy |
|