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

RMR Wealth Builders’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06M	Hold	2,588	–	–	0.07%	123
2026 Q1	$923K	Sell	2,588 -18	-0.7%	-$6.71K	0.07%	121
2025 Q4	$973K	Buy	2,606 +58	+2%	+$21.5K	0.08%	119
2025 Q3	$931K	Sell	2,548 -199	-7%	-$70.1K	0.08%	114
2025 Q2	$933K	Buy	2,747 +1,740	+173%	+$546K	0.08%	117
2025 Q1	$309K	Sell	1,007 -639	-39%	-$207K	0.03%	199
2024 Q4	$530K	Buy	1,646 +350	+27%	+$113K	0.05%	150
2024 Q3	$408K	Buy	1,296 +290	+29%	+$87.8K	0.04%	176
2024 Q2	$299K	Buy	+1,006	New	+$289K	0.03%	202
2021 Q2	–	Sell	-153	Closed	-$34K	–	424
2021 Q1	$34K	Buy	+153	New	+$33.5K	0.01%	429

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RMR Wealth Builders's IWB Position: Q2 2026 in Review

RMR Wealth Builders held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,588 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #123.

RMR Wealth Builders first reported a position in IWB in Q1 2021 and has held it in 10 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

RMR Wealth Builders held 2,588 shares of iShares Russell 1000 ETF worth $1.06M as of Q2 2026.
RMR Wealth Builders left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.07% of RMR Wealth Builders's portfolio in Q2 2026, its #123 holding.
RMR Wealth Builders first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 10 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.