RWB
RMR Wealth Builders’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.7M | Buy |
1,381,169
+66,072
| +5% | +$4.1M | 7.79% | 4 |
|
|
2025
Q1 | $76.7M | Buy |
1,315,097
+99,738
| +8% | +$5.82M | 8.08% | 4 |
|
|
2024
Q4 | $75.7M | Buy |
1,215,359
+70,632
| +6% | +$4.4M | 7.83% | 4 |
|
|
2024
Q3 | $71.3M | Buy |
1,144,727
+34,155
| +3% | +$2.13M | 7.56% | 4 |
|
|
2024
Q2 | $65M | Buy |
1,110,572
+51,131
| +5% | +$2.99M | 7.46% | 4 |
|
|
2024
Q1 | $64.4M | Buy |
1,059,441
+858,047
| +426% | +$52.1M | 7.78% | 4 |
|
|
2023
Q4 | $55.8M | Buy |
201,394
+19,709
| +11% | +$5.46M | 7.84% | 4 |
|
|
2023
Q3 | $45.3M | Buy |
181,685
+19,455
| +12% | +$4.85M | 7.24% | 4 |
|
|
2023
Q2 | $42.4M | Buy |
162,230
+8,235
| +5% | +$2.15M | 7.22% | 4 |
|
|
2023
Q1 | $38.5M | Buy |
153,995
+10,620
| +7% | +$2.66M | 7.33% | 4 |
|
|
2022
Q4 | $34.7M | Buy |
143,375
+5,413
| +4% | +$1.31M | 7.86% | 3 |
|
|
2022
Q3 | $30.3M | Buy |
137,962
+10,547
| +8% | +$2.31M | 7.4% | 4 |
|
|
2022
Q2 | $28.8M | Buy |
127,415
+8,073
| +7% | +$1.83M | 7.18% | 4 |
|
|
2022
Q1 | $32M | Buy |
119,342
+11,474
| +11% | +$3.08M | 6.87% | 4 |
|
|
2021
Q4 | $30.5M | Buy |
107,868
+17,939
| +20% | +$5.08M | 8.77% | 4 |
|
|
2021
Q3 | $23.7M | Buy |
89,929
+12,900
| +17% | +$3.39M | 6.95% | 4 |
|
|
2021
Q2 | $20.7M | Sell |
77,029
-22,064
| -22% | -$5.93M | 6.79% | 4 |
|
|
2021
Q1 | $25.8M | Buy |
99,093
+58,640
| +145% | +$15.3M | 6.7% | 4 |
|
|
2020
Q4 | $9.3M | Sell |
40,453
-64,418
| -61% | -$14.8M | 4.57% | 4 |
|
|
2020
Q3 | $19.4M | Buy |
104,871
+91,640
| +693% | +$17M | 5.05% | 4 |
|
|
2020
Q2 | $2.35M | Buy |
+13,231
| New | +$2.35M | 2.1% | 6 |
|
|
2019
Q4 | $2.18M | Buy |
+10,577
| New | +$2.18M | 2.1% | 8 |
|