RWB
RMR Wealth Builders’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
13,793
+833
| +6% | +$76.6K | 0.12% | 100 |
|
|
2025
Q1 | $1.1M | Sell |
12,960
-82
| -0.6% | -$6.98K | 0.12% | 100 |
|
|
2024
Q4 | $1.15M | Sell |
13,042
-467
| -3% | -$41.3K | 0.12% | 99 |
|
|
2024
Q3 | $1.19M | Sell |
13,509
-2,149
| -14% | -$189K | 0.13% | 89 |
|
|
2024
Q2 | $1.27M | Sell |
15,658
-1,465
| -9% | -$119K | 0.15% | 83 |
|
|
2024
Q1 | $1.44M | Buy |
17,123
+98
| +0.6% | +$8.24K | 0.17% | 75 |
|
|
2023
Q4 | $1.32M | Buy |
17,025
+854
| +5% | +$66.4K | 0.19% | 67 |
|
|
2023
Q3 | $1.12M | Sell |
16,171
-46
| -0.3% | -$3.19K | 0.18% | 68 |
|
|
2023
Q2 | $1.18M | Buy |
16,217
+1,232
| +8% | +$90K | 0.2% | 58 |
|
|
2023
Q1 | $1.05M | Buy |
14,985
+26
| +0.2% | +$1.82K | 0.2% | 58 |
|
|
2022
Q4 | $1.01M | Buy |
14,959
+3,775
| +34% | +$255K | 0.23% | 53 |
|
|
2022
Q3 | $695K | Sell |
11,184
-26
| -0.2% | -$1.62K | 0.17% | 71 |
|
|
2022
Q2 | $725K | Sell |
11,210
-792
| -7% | -$51.2K | 0.18% | 80 |
|
|
2022
Q1 | $937K | Sell |
12,002
-318
| -3% | -$24.8K | 0.2% | 71 |
|
|
2021
Q4 | $1.02M | Sell |
12,320
-4,421
| -26% | -$367K | 0.29% | 38 |
|
|
2021
Q3 | $1.31M | Buy |
16,741
+3,266
| +24% | +$255K | 0.38% | 43 |
|
|
2021
Q2 | $1.07M | Sell |
13,475
-5,935
| -31% | -$470K | 0.35% | 48 |
|
|
2021
Q1 | $1.44M | Buy |
19,410
+13,732
| +242% | +$1.02M | 0.37% | 40 |
|
|
2020
Q4 | $389K | Sell |
5,678
-13,788
| -71% | -$945K | 0.19% | 91 |
|
|
2020
Q3 | $1.12M | Buy |
19,466
+17,329
| +811% | +$994K | 0.29% | 59 |
|
|
2020
Q2 | $115K | Buy |
+2,137
| New | +$115K | 0.1% | 158 |
|
|
2019
Q4 | $144K | Buy |
+2,407
| New | +$144K | 0.14% | 142 |
|