RWB
RMR Wealth Builders’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.3M | Buy |
240,711
+14,985
| +7% | +$1.64M | 2.39% | 10 |
|
|
2025
Q1 | $23.6M | Buy |
225,726
+23,574
| +12% | +$2.47M | 2.48% | 11 |
|
|
2024
Q4 | $23.3M | Buy |
202,152
+12,246
| +6% | +$1.41M | 2.41% | 11 |
|
|
2024
Q3 | $22.2M | Buy |
189,906
+5,310
| +3% | +$621K | 2.35% | 12 |
|
|
2024
Q2 | $19.7M | Buy |
184,596
+10,998
| +6% | +$1.17M | 2.26% | 13 |
|
|
2024
Q1 | $19.2M | Buy |
173,598
+16,948
| +11% | +$1.87M | 2.32% | 13 |
|
|
2023
Q4 | $17M | Buy |
156,650
+18,324
| +13% | +$1.98M | 2.38% | 12 |
|
|
2023
Q3 | $13M | Buy |
138,326
+19,707
| +17% | +$1.86M | 2.08% | 13 |
|
|
2023
Q2 | $11.8M | Buy |
118,619
+6,674
| +6% | +$665K | 2.01% | 13 |
|
|
2023
Q1 | $10.8M | Buy |
111,945
+6,963
| +7% | +$673K | 2.06% | 13 |
|
|
2022
Q4 | $9.94M | Buy |
104,982
+4,044
| +4% | +$383K | 2.25% | 11 |
|
|
2022
Q3 | $8.8M | Sell |
100,938
-8,193
| -8% | -$714K | 2.15% | 12 |
|
|
2022
Q2 | $10.1M | Sell |
109,131
-11,795
| -10% | -$1.09M | 2.51% | 8 |
|
|
2022
Q1 | $13M | Buy |
120,926
+17,218
| +17% | +$1.86M | 2.8% | 7 |
|
|
2021
Q4 | $11.9M | Buy |
103,708
+101,321
| +4,245% | +$11.6M | 3.41% | 7 |
|
|
2021
Q3 | $261K | Buy |
2,387
+395
| +20% | +$43.2K | 0.08% | 156 |
|
|
2021
Q2 | $225K | Sell |
1,992
-15
| -0.7% | -$1.69K | 0.07% | 160 |
|
|
2021
Q1 | $218K | Buy |
2,007
+184
| +10% | +$20K | 0.06% | 180 |
|
|
2020
Q4 | $168K | Sell |
1,823
-5,777
| -76% | -$532K | 0.08% | 166 |
|
|
2020
Q3 | $534K | Buy |
7,600
+6,896
| +980% | +$485K | 0.14% | 115 |
|
|
2020
Q2 | $48K | Buy |
+704
| New | +$48K | 0.04% | 226 |
|
|
2019
Q4 | $59K | Buy |
+702
| New | +$59K | 0.06% | 213 |
|