RWB
RMR Wealth Builders’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
754
+1
| +0.1% | +$351 | 0.02% | 243 |
|
|
2025
Q1 | $239K | Hold |
753
| – | – | 0.03% | 231 |
|
|
2024
Q4 | $252K | Buy |
753
+1
| +0.1% | +$334 | 0.03% | 223 |
|
|
2024
Q3 | $246K | Buy |
752
+1
| +0.1% | +$327 | 0.03% | 227 |
|
|
2024
Q2 | $232K | Buy |
751
+1
| +0.1% | +$309 | 0.03% | 227 |
|
|
2024
Q1 | $225K | Buy |
750
+1
| +0.1% | +$300 | 0.03% | 242 |
|
|
2023
Q4 | $205K | Buy |
+749
| New | +$205K | 0.03% | 223 |
|
|
2022
Q1 | – | Sell |
-741
| Closed | -$206K | – | 210 |
|
|
2021
Q4 | $206K | Buy |
+741
| New | +$206K | 0.06% | 117 |
|
|
2021
Q2 | – | Sell |
-740
| Closed | -$176K | – | 428 |
|
|
2021
Q1 | $176K | Buy |
740
+682
| +1,176% | +$162K | 0.05% | 206 |
|
|
2020
Q4 | $13K | Buy |
+58
| New | +$13K | 0.01% | 390 |
|