RWB
RMR Wealth Builders’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.96M | Buy |
36,872
+268
| +0.7% | +$57.8K | 0.72% | 25 |
|
|
2025
Q1 | $7.3M | Sell |
36,604
-2,656
| -7% | -$530K | 0.77% | 24 |
|
|
2024
Q4 | $8.67M | Buy |
39,260
+136
| +0.3% | +$30.1K | 0.9% | 21 |
|
|
2024
Q3 | $8.64M | Buy |
39,124
+2,597
| +7% | +$574K | 0.92% | 22 |
|
|
2024
Q2 | $7.41M | Sell |
36,527
-516
| -1% | -$105K | 0.85% | 23 |
|
|
2024
Q1 | $7.79M | Sell |
37,043
-901
| -2% | -$189K | 0.94% | 23 |
|
|
2023
Q4 | $7.62M | Sell |
37,944
-2,546
| -6% | -$511K | 1.07% | 21 |
|
|
2023
Q3 | $7.16M | Sell |
40,490
-492
| -1% | -$87K | 1.14% | 21 |
|
|
2023
Q2 | $7.67M | Sell |
40,982
-2,024
| -5% | -$379K | 1.31% | 17 |
|
|
2023
Q1 | $7.67M | Sell |
43,006
-638
| -1% | -$114K | 1.46% | 14 |
|
|
2022
Q4 | $7.61M | Buy |
43,644
+1,033
| +2% | +$180K | 1.73% | 14 |
|
|
2022
Q3 | $7.03M | Sell |
42,611
-4,991
| -10% | -$823K | 1.72% | 14 |
|
|
2022
Q2 | $8.06M | Sell |
47,602
-2,372
| -5% | -$402K | 2.01% | 14 |
|
|
2022
Q1 | $10.3M | Buy |
49,974
+60
| +0.1% | +$12.3K | 2.2% | 10 |
|
|
2021
Q4 | $11.1M | Sell |
49,914
-39,238
| -44% | -$8.73M | 3.19% | 8 |
|
|
2021
Q3 | $19.5M | Buy |
89,152
+13,704
| +18% | +$3M | 5.73% | 5 |
|
|
2021
Q2 | $17.3M | Sell |
75,448
-21,842
| -22% | -$5.01M | 5.67% | 5 |
|
|
2021
Q1 | $21.5M | Buy |
97,290
+56,744
| +140% | +$12.5M | 5.58% | 5 |
|
|
2020
Q4 | $7.95M | Sell |
40,546
-60,870
| -60% | -$11.9M | 3.9% | 7 |
|
|
2020
Q3 | $15.2M | Buy |
101,416
+90,088
| +795% | +$13.5M | 3.94% | 5 |
|
|
2020
Q2 | $1.62M | Buy |
+11,328
| New | +$1.62M | 1.45% | 18 |
|
|
2019
Q4 | $1.83M | Buy |
+11,034
| New | +$1.83M | 1.76% | 12 |
|