RMR Wealth Builders’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
