RWB
RMR Wealth Builders’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44M | Sell |
103,644
-416
| -0.4% | -$177K | 4% | 6 |
|
|
2025
Q1 | $37.6M | Sell |
104,060
-3,144
| -3% | -$1.14M | 3.95% | 6 |
|
|
2024
Q4 | $43.1M | Sell |
107,204
-1,800
| -2% | -$723K | 4.45% | 5 |
|
|
2024
Q3 | $40.9M | Sell |
109,004
-2,264
| -2% | -$850K | 4.34% | 5 |
|
|
2024
Q2 | $40.6M | Sell |
111,268
-443
| -0.4% | -$161K | 4.65% | 5 |
|
|
2024
Q1 | $37.7M | Sell |
111,711
-3,614
| -3% | -$1.22M | 4.55% | 5 |
|
|
2023
Q4 | $35M | Sell |
115,325
-1,229
| -1% | -$373K | 4.91% | 5 |
|
|
2023
Q3 | $31M | Sell |
116,554
-57
| -0% | -$15.2K | 4.95% | 5 |
|
|
2023
Q2 | $32.1M | Buy |
116,611
+1,515
| +1% | +$417K | 5.46% | 5 |
|
|
2023
Q1 | $28.1M | Buy |
115,096
+5,258
| +5% | +$1.28M | 5.35% | 5 |
|
|
2022
Q4 | $23.5M | Buy |
109,838
+7,627
| +7% | +$1.63M | 5.34% | 5 |
|
|
2022
Q3 | $21.5M | Buy |
102,211
+2,748
| +3% | +$578K | 5.26% | 5 |
|
|
2022
Q2 | $21.8M | Sell |
99,463
-1,683
| -2% | -$368K | 5.42% | 5 |
|
|
2022
Q1 | $28.1M | Sell |
101,146
-2,356
| -2% | -$654K | 6.02% | 5 |
|
|
2021
Q4 | $31.6M | Sell |
103,502
-74,034
| -42% | -$22.6M | 9.08% | 2 |
|
|
2021
Q3 | $48.7M | Buy |
177,536
+22,353
| +14% | +$6.13M | 14.29% | 1 |
|
|
2021
Q2 | $42.1M | Sell |
155,183
-53,066
| -25% | -$14.4M | 13.81% | 1 |
|
|
2021
Q1 | $50.6M | Buy |
208,249
+120,510
| +137% | +$29.3M | 13.15% | 1 |
|
|
2020
Q4 | $21.2M | Sell |
87,739
-131,812
| -60% | -$31.8M | 10.39% | 1 |
|
|
2020
Q3 | $47.6M | Buy |
219,551
+193,868
| +755% | +$42M | 12.36% | 1 |
|
|
2020
Q2 | $4.93M | Buy |
+25,683
| New | +$4.93M | 4.39% | 3 |
|
|
2019
Q4 | $3.61M | Buy |
+20,511
| New | +$3.61M | 3.48% | 3 |
|