RWB
RMR Wealth Builders’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Buy |
2,747
+1,740
| +173% | +$591K | 0.08% | 117 |
|
|
2025
Q1 | $309K | Sell |
1,007
-639
| -39% | -$196K | 0.03% | 199 |
|
|
2024
Q4 | $530K | Buy |
1,646
+350
| +27% | +$113K | 0.05% | 150 |
|
|
2024
Q3 | $408K | Buy |
1,296
+290
| +29% | +$91.2K | 0.04% | 176 |
|
|
2024
Q2 | $299K | Buy |
+1,006
| New | +$299K | 0.03% | 202 |
|
|
2021
Q2 | – | Sell |
-153
| Closed | -$34K | – | 424 |
|
|
2021
Q1 | $34K | Buy |
+153
| New | +$34K | 0.01% | 429 |
|