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

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return