RWB
RMR Wealth Builders’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8M | Buy |
137,894
+1,543
| +1% | +$300K | 2.43% | 9 |
|
|
2025
Q1 | $25.7M | Sell |
136,351
-1,067
| -0.8% | -$201K | 2.7% | 9 |
|
|
2024
Q4 | $25.4M | Buy |
137,418
+1,940
| +1% | +$359K | 2.63% | 9 |
|
|
2024
Q3 | $25.7M | Sell |
135,478
-476
| -0.4% | -$90.3K | 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% | +$93.3K | 2.96% | 8 |
|
|
2023
Q4 | $22.5M | Buy |
136,018
+8,913
| +7% | +$1.47M | 3.16% | 8 |
|
|
2023
Q3 | $19.3M | Buy |
127,105
+3,876
| +3% | +$588K | 3.08% | 10 |
|
|
2023
Q2 | $19.4M | Buy |
123,229
+5,122
| +4% | +$808K | 3.31% | 10 |
|
|
2023
Q1 | $18M | Buy |
118,107
+610
| +0.5% | +$92.9K | 3.42% | 8 |
|
|
2022
Q4 | $17.8M | Buy |
117,497
+7,301
| +7% | +$1.11M | 4.04% | 7 |
|
|
2022
Q3 | $15M | Buy |
110,196
+778
| +0.7% | +$106K | 3.67% | 7 |
|
|
2022
Q2 | $15.9M | Buy |
109,418
+154
| +0.1% | +$22.3K | 3.95% | 6 |
|
|
2022
Q1 | $18.1M | Buy |
109,264
+1,995
| +2% | +$331K | 3.89% | 6 |
|
|
2021
Q4 | $18M | Sell |
107,269
-98,151
| -48% | -$16.5M | 5.17% | 6 |
|
|
2021
Q3 | $32.2M | Buy |
205,420
+31,493
| +18% | +$4.93M | 9.44% | 2 |
|
|
2021
Q2 | $27.6M | Sell |
173,927
-61,536
| -26% | -$9.76M | 9.04% | 2 |
|
|
2021
Q1 | $35.7M | Buy |
235,463
+144,589
| +159% | +$21.9M | 9.27% | 2 |
|
|
2020
Q4 | $12.4M | Sell |
90,874
-153,600
| -63% | -$21M | 6.1% | 2 |
|
|
2020
Q3 | $28.9M | Buy |
244,474
+216,400
| +771% | +$25.6M | 7.5% | 2 |
|
|
2020
Q2 | $3.16M | Buy |
+28,074
| New | +$3.16M | 2.82% | 4 |
|
|
2019
Q4 | $3.25M | Buy |
+23,779
| New | +$3.25M | 3.13% | 4 |
|