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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

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 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. 354 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.
  • 354 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.