RMR Wealth Builders’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8M | Buy |
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|
2025
Q1 | $25.7M | Sell |
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|
2024
Q4 | $25.4M | Buy |
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|
2024
Q3 | $25.7M | Sell |
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|
2024
Q2 | $23.7M | Sell |
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|
2024
Q1 | $24.5M | Buy |
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|
2023
Q4 | $22.5M | Buy |
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|
2023
Q3 | $19.3M | Buy |
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|
2023
Q2 | $19.4M | Buy |
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|
2023
Q1 | $18M | Buy |
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|
2022
Q4 | $17.8M | Buy |
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|
2022
Q3 | $15M | Buy |
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|
2022
Q2 | $15.9M | Buy |
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|
2022
Q1 | $18.1M | Buy |
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|
2021
Q4 | $18M | Sell |
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|
2021
Q3 | $32.1M | Buy |
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|
2021
Q2 | $27.6M | Sell |
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|
2021
Q1 | $35.7M | Buy |
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|
2020
Q4 | $12.4M | Sell |
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|
2020
Q3 | $28.9M | Buy |
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|
2020
Q2 | $3.16M | Buy |
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|
2019
Q4 | $3.25M | Buy |
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