RMR Wealth Builders’s iShares Russell 3000 ETF IWV Stock Holding History

RMR Wealth Builders’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$323K	Buy	757 +1	+0.1%	+$412	0.02%	245
2026 Q1	$280K	Hold	756	–	–	0.02%	237
2025 Q4	$292K	Buy	756 +1	+0.1%	+$384	0.02%	233
2025 Q3	$286K	Buy	755 +1	+0.1%	+$365	0.02%	235
2025 Q2	$265K	Buy	754 +1	+0.1%	+$325	0.02%	243
2025 Q1	$239K	Hold	753	–	–	0.03%	231
2024 Q4	$252K	Buy	753 +1	+0.1%	+$337	0.03%	223
2024 Q3	$246K	Buy	752 +1	+0.1%	+$315	0.03%	227
2024 Q2	$232K	Buy	751 +1	+0.1%	+$298	0.03%	227
2024 Q1	$225K	Buy	750 +1	+0.1%	+$285	0.03%	242
2023 Q4	$205K	Buy	+749	New	+$191K	0.03%	223
2022 Q1	–	Sell	-741	Closed	-$206K	–	210
2021 Q4	$206K	Buy	+741	New	+$201K	0.06%	117
2021 Q2	–	Sell	-740	Closed	-$176K	–	428
2021 Q1	$176K	Buy	740 +682	+1,176%	+$158K	0.05%	206
2020 Q4	$13K	Buy	+58	New	+$12.2K	0.01%	390

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

RMR Wealth Builders increased its iShares Russell 3000 ETF (IWV) stake by 0.13% in Q2 2026, buying an estimated $412 and bringing the position to 757 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #245.

RMR Wealth Builders first reported a position in IWV in Q4 2020 and has held it in 14 quarters since. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

RMR Wealth Builders held 757 shares of iShares Russell 3000 ETF worth $323K as of Q2 2026.
RMR Wealth Builders bought 1 iShares Russell 3000 ETF share in Q2 2026, an estimated $412.
iShares Russell 3000 ETF made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #245 holding.
RMR Wealth Builders first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 14 quarters since.
911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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