RVW Wealth, LLC IBDR holdings history
ISHARES IBONDS DEC 2026 TERM · CUSIP 46435GAA0 · CIK 1756543
As of 2026-06-30, RVW Wealth, LLC reported 1.17M IBDR (shares), valued at $28.23M, or 1.86% of its reported non-derivative portfolio. Filed 2026-07-08.
Verify history & sources →Shares increased 2.15%; reported value increased 2.11%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.86% | 1,165,091 | SEC filing ↗Filed Jul 8, 2026 |
| Q1 2026 | 2.15% | 1,140,545 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 2.44% | 1,318,361 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 2.16% | 1,135,975 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 2.25% | 1,091,935 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 2.33% | 1,021,682 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 2.15% | 959,586 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 1.99% | 880,423 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 1.90% | 797,654 | SEC filing ↗Filed Jul 8, 2024 |
| Q1 2024 | 1.81% | 736,759 | SEC filing ↗Filed Apr 8, 2024 |
| Q4 2023 | 1.97% | 750,808 | SEC filing ↗Filed Jan 8, 2024 |
| Q3 2023 | 2.25% | 798,087 | SEC filing ↗Filed Oct 12, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.25% | 798,087 | $18.62M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 12, 2023 |
| Q4 2023 | 1.97% | 750,808 | $17.94M | Shares decreased 5.92%; reported value decreased 3.65%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2024 |
| Q1 2024 | 1.81% | 736,759 | $17.57M | Shares decreased 1.87%; reported value decreased 2.08%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2024 |
| Q2 2024 | 1.90% | 797,654 | $19.00M | Shares increased 8.27%; reported value increased 8.13%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2024 |
| Q3 2024 | 1.99% | 880,423 | $21.39M | Shares increased 10.38%; reported value increased 12.60%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 2.15% | 959,586 | $23.10M | Shares increased 8.99%; reported value increased 7.96%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 2.33% | 1,021,682 | $24.73M | Shares increased 6.47%; reported value increased 7.09%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 2.25% | 1,091,935 | $26.48M | Shares increased 6.88%; reported value increased 7.05%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 2.16% | 1,135,975 | $27.60M | Shares increased 4.03%; reported value increased 4.25%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 2.44% | 1,318,361 | $31.94M | Shares increased 16.06%; reported value increased 15.72%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 2.15% | 1,140,545 | $27.65M | Shares decreased 13.49%; reported value decreased 13.45%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 1.86% | 1,165,091 | $28.23M | Shares increased 2.15%; reported value increased 2.11%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2026 |
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