RWB
IWM icon

RMR Wealth Builders’s iShares Russell 2000 ETF IWM Stock Holding History

RMR Wealth Builders’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.08M Sell
10,238
-2,184
-18% -$614K 0.19% 76
2026
Q1 		$3.08M Sell
12,422
-17,045
-58% -$4.4M 0.24% 63
2025
Q4 		$7.25M Sell
29,467
-7,557
-20% -$1.86M 0.58% 27
2025
Q3 		$8.96M Buy
37,024
+152
+0.4% +$34.9K 0.75% 23
2025
Q2 		$7.96M Buy
36,872
+268
+0.7% +$53.9K 0.72% 25
2025
Q1 		$7.3M Sell
36,604
-2,656
-7% -$576K 0.77% 24
2024
Q4 		$8.67M Buy
39,260
+136
+0.3% +$31K 0.9% 21
2024
Q3 		$8.64M Buy
39,124
+2,597
+7% +$556K 0.92% 22
2024
Q2 		$7.41M Sell
36,527
-516
-1% -$104K 0.85% 23
2024
Q1 		$7.79M Sell
37,043
-901
-2% -$180K 0.94% 23
2023
Q4 		$7.62M Sell
37,944
-2,546
-6% -$456K 1.07% 21
2023
Q3 		$7.16M Sell
40,490
-492
-1% -$92.4K 1.14% 21
2023
Q2 		$7.67M Sell
40,982
-2,024
-5% -$361K 1.31% 17
2023
Q1 		$7.67M Sell
43,006
-638
-1% -$117K 1.46% 14
2022
Q4 		$7.61M Buy
43,644
+1,033
+2% +$184K 1.73% 14
2022
Q3 		$7.03M Sell
42,611
-4,991
-10% -$910K 1.72% 14
2022
Q2 		$8.06M Sell
47,602
-2,372
-5% -$437K 2.01% 14
2022
Q1 		$10.3M Buy
49,974
+60
+0.1% +$12.2K 2.2% 10
2021
Q4 		$11.1M Sell
49,914
-39,238
-44% -$8.87M 3.19% 8
2021
Q3 		$19.5M Buy
89,152
+13,704
+18% +$3.04M 5.73% 5
2021
Q2 		$17.3M Sell
75,448
-21,842
-22% -$4.91M 5.67% 5
2021
Q1 		$21.5M Buy
97,290
+56,744
+140% +$12.4M 5.58% 5
2020
Q4 		$7.95M Sell
40,546
-60,870
-60% -$10.7M 3.9% 7
2020
Q3 		$15.2M Buy
101,416
+90,088
+795% +$13.6M 3.94% 5
2020
Q2 		$1.62M Buy
+11,328
New +$1.49M 1.45% 18
2019
Q4 		$1.83M Buy
+11,034
New +$1.74M 1.76% 12

Other funds holding IWM

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

RMR Wealth Builders reduced its iShares Russell 2000 ETF (IWM) stake by 18% in Q2 2026, selling an estimated $614K and leaving 10,238 shares worth $3.08M. The position accounts for 0.19% of the portfolio, ranked #76.

RMR Wealth Builders first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $21.5M in Q1 2021. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • RMR Wealth Builders held 10,238 shares of iShares Russell 2000 ETF worth $3.08M as of Q2 2026.
  • RMR Wealth Builders sold 2,184 iShares Russell 2000 ETF shares in Q2 2026, an estimated $614K.
  • iShares Russell 2000 ETF made up 0.19% of RMR Wealth Builders's portfolio in Q2 2026, its #76 holding.
  • RMR Wealth Builders first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's iShares Russell 2000 ETF position peaked at $21.5M in Q1 2021.
  • 2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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