RMR Wealth Builders’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$933K Buy
2025
Q1
$309K Sell
2024
Q4
$530K Buy
2024
Q3
$408K Buy
2024
Q2
$299K Buy
2021
Q2
Sell
2021
Q1
$34K Buy