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 Q3	$327K	Buy	758 +1	+0.1%	+$432	0.02%	239
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

RMR Wealth Builders's IWV Position: Q3 2026 in Review

RMR Wealth Builders increased its iShares Russell 3000 ETF (IWV) stake by 0.13% in Q3 2026, buying an estimated $432 and bringing the position to 758 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #239.

RMR Wealth Builders first reported a position in IWV in Q4 2020 and has held it in 15 quarters since. 570 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

RMR Wealth Builders held 758 shares of iShares Russell 3000 ETF worth $327K as of Q3 2026.
RMR Wealth Builders bought 1 iShares Russell 3000 ETF share in Q3 2026, an estimated $432.
iShares Russell 3000 ETF made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #239 holding.
RMR Wealth Builders first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 15 quarters since.
570 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.