RWB
IWB icon

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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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. 511 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.
  • 511 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.