RMR Wealth Builders’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $42.6M | Sell |
399,908
-2,500
| -0.6% | -$284K | 3.36% | 8 |
|
|
2025
Q4 | $47.6M | Sell |
402,408
-6,776
| -2% | -$803K | 3.81% | 6 |
|
|
2025
Q3 | $47.9M | Sell |
409,184
-5,392
| -1% | -$600K | 4.01% | 6 |
|
|
2025
Q2 | $44M | Sell |
414,576
-1,664
| -0.4% | -$159K | 4% | 6 |
|
|
2025
Q1 | $37.6M | Sell |
416,240
-12,576
| -3% | -$1.24M | 3.95% | 6 |
|
|
2024
Q4 | $43.1M | Sell |
428,816
-7,200
| -2% | -$708K | 4.45% | 5 |
|
|
2024
Q3 | $40.9M | Sell |
436,016
-9,056
| -2% | -$821K | 4.34% | 5 |
|
|
2024
Q2 | $40.6M | Sell |
445,072
-1,772
| -0.4% | -$151K | 4.65% | 5 |
|
|
2024
Q1 | $37.7M | Sell |
446,844
-14,456
| -3% | -$1.16M | 4.55% | 5 |
|
|
2023
Q4 | $35M | Sell |
461,300
-4,916
| -1% | -$348K | 4.91% | 5 |
|
|
2023
Q3 | $31M | Sell |
466,216
-228
| -0% | -$15.7K | 4.95% | 5 |
|
|
2023
Q2 | $32.1M | Buy |
466,444
+6,060
| +1% | +$385K | 5.46% | 5 |
|
|
2023
Q1 | $28.1M | Buy |
460,384
+21,032
| +5% | +$1.21M | 5.35% | 5 |
|
|
2022
Q4 | $23.5M | Buy |
439,352
+30,508
| +7% | +$1.68M | 5.34% | 5 |
|
|
2022
Q3 | $21.5M | Buy |
408,844
+10,992
| +3% | +$646K | 5.26% | 5 |
|
|
2022
Q2 | $21.8M | Sell |
397,852
-6,732
| -2% | -$404K | 5.42% | 5 |
|
|
2022
Q1 | $28.1M | Sell |
404,584
-9,424
| -2% | -$643K | 6.02% | 5 |
|
|
2021
Q4 | $31.6M | Sell |
414,008
-296,136
| -42% | -$22M | 9.08% | 2 |
|
|
2021
Q3 | $48.7M | Buy |
710,144
+89,412
| +14% | +$6.33M | 14.29% | 1 |
|
|
2021
Q2 | $42.1M | Sell |
620,732
-212,264
| -25% | -$13.7M | 13.81% | 1 |
|
|
2021
Q1 | $50.6M | Buy |
832,996
+482,040
| +137% | +$29.3M | 13.15% | 1 |
|
|
2020
Q4 | $21.2M | Sell |
350,956
-527,248
| -60% | -$30M | 10.39% | 1 |
|
|
2020
Q3 | $47.6M | Buy |
878,204
+775,472
| +755% | +$40.9M | 12.36% | 1 |
|
|
2020
Q2 | $4.93M | Buy |
+102,732
| New | +$4.53M | 4.39% | 3 |
|
|
2019
Q4 | $3.61M | Buy |
+82,044
| New | +$3.43M | 3.48% | 3 |
|
Other funds holding IWF
