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RVW Wealth, LLC

SEC CIK
0001756543
Latest filing
Jul 7, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by RVW Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDY overviewAll 13F holders of MDYFull Q2 2026 holdings

Shares (Q2 2026)
3,770
Value
$2.65M
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of MDY by RVW Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,770$2.65M0.2%+141+3.9%AddedHolders
Q1 20263,629$2.24M0.2%−500−12.1%ReducedHolders
Q4 20254,129$2.49M0.2%−70−1.7%ReducedHolders
Q3 20254,199$2.50M0.2%+45+1.1%AddedHolders
Q2 20254,154$2.35M0.2%−162−3.8%ReducedHolders
Q1 20254,316$2.30M0.2%−1,509−25.9%ReducedHolders
Q4 20245,825$3.32M0.3%−478−7.6%ReducedHolders
Q3 20246,303$3.59M0.3%−392−5.9%ReducedHolders
Q2 20246,695$3.58M0.4%−684−9.3%ReducedHolders
Q1 20247,379$4.11M0.4%−884−10.7%ReducedHolders
Q4 20238,263$4.19M0.5%−473−5.4%ReducedHolders
Q3 20238,736$3.99M0.5%−178−2.0%ReducedHolders
Q2 20238,914$4.27M0.5%−1,687−15.9%ReducedHolders
Q1 202310,601$4.86M0.6%−169−1.6%ReducedHolders
Q4 202210,770$4.77M0.6%+10,770NewHolders