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RMR Wealth Builders’s iShares S&P 100 ETF OEF Stock Holding History

RMR Wealth Builders’s Portfolio OEF Stock Details OEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.77M Buy
9,098
+14
+0.2% +$4.26K 0.25% 52
2025
Q1 		$2.46M Sell
9,084
-29
-0.3% -$7.85K 0.26% 48
2024
Q4 		$2.63M Buy
+9,113
New +$2.63M 0.27% 50