RMR Wealth Builders’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $286K | Buy |
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|
2025
Q2 | $265K | Buy |
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|
2025
Q1 | $239K | Hold |
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|
2024
Q4 | $252K | Buy |
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|
2024
Q3 | $246K | Buy |
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|
2024
Q2 | $232K | Buy |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q4 | $205K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $206K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $176K | Buy |
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|
2020
Q4 | $13K | Buy |
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