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

RMR Wealth Builders’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.1M Sell
136,510
-674
-0.5% -$157K 2.06% 12
2026
Q1 		$29.3M Sell
137,184
-1,264
-0.9% -$277K 2.31% 11
2025
Q4 		$29.1M Sell
138,448
-900
-0.6% -$186K 2.33% 11
2025
Q3 		$28.4M Buy
139,348
+1,454
+1% +$289K 2.37% 11
2025
Q2 		$26.8M Buy
137,894
+1,543
+1% +$286K 2.43% 9
2025
Q1 		$25.7M Sell
136,351
-1,067
-0.8% -$203K 2.7% 9
2024
Q4 		$25.4M Buy
137,418
+1,940
+1% +$372K 2.63% 9
2024
Q3 		$25.7M Sell
135,478
-476
-0.4% -$86.7K 2.72% 10
2024
Q2 		$23.7M Sell
135,954
-585
-0.4% -$102K 2.72% 10
2024
Q1 		$24.5M Buy
136,539
+521
+0.4% +$88.2K 2.96% 8
2023
Q4 		$22.5M Buy
136,018
+8,913
+7% +$1.38M 3.16% 8
2023
Q3 		$19.3M Buy
127,105
+3,876
+3% +$615K 3.08% 10
2023
Q2 		$19.4M Buy
123,229
+5,122
+4% +$783K 3.31% 10
2023
Q1 		$18M Buy
118,107
+610
+0.5% +$94.2K 3.42% 8
2022
Q4 		$17.8M Buy
117,497
+7,301
+7% +$1.09M 4.04% 7
2022
Q3 		$15M Buy
110,196
+778
+0.7% +$117K 3.67% 7
2022
Q2 		$15.9M Buy
109,418
+154
+0.1% +$24.1K 3.95% 6
2022
Q1 		$18.1M Buy
109,264
+1,995
+2% +$328K 3.89% 6
2021
Q4 		$18M Sell
107,269
-98,151
-48% -$16.1M 5.17% 6
2021
Q3 		$32.1M Buy
205,420
+31,493
+18% +$5.05M 9.44% 2
2021
Q2 		$27.6M Sell
173,927
-61,536
-26% -$9.74M 9.04% 2
2021
Q1 		$35.7M Buy
235,463
+144,589
+159% +$20.9M 9.27% 2
2020
Q4 		$12.4M Sell
90,874
-153,600
-63% -$19.7M 6.1% 2
2020
Q3 		$28.9M Buy
244,474
+216,400
+771% +$25.7M 7.5% 2
2020
Q2 		$3.16M Buy
+28,074
New +$3.09M 2.82% 4
2019
Q4 		$3.25M Buy
+23,779
New +$3.13M 3.13% 4

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

RMR Wealth Builders reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.49% in Q2 2026, selling an estimated $157K and leaving 136,510 shares worth $33.1M. The position accounts for 2.06% of the portfolio, ranked #12.

RMR Wealth Builders first reported a position in IWD in Q4 2019 and has held it in 26 quarters since. The position peaked at $35.7M in Q1 2021. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • RMR Wealth Builders held 136,510 shares of iShares Russell 1000 Value ETF worth $33.1M as of Q2 2026.
  • RMR Wealth Builders sold 674 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $157K.
  • iShares Russell 1000 Value ETF made up 2.06% of RMR Wealth Builders's portfolio in Q2 2026, its #12 holding.
  • RMR Wealth Builders first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's iShares Russell 1000 Value ETF position peaked at $35.7M in Q1 2021.
  • 1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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