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

RMR Wealth Builders’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.37M	Buy	9,202 +26	+0.3%	+$9.31K	0.21%	71
2026 Q1	$2.92M	Buy	9,176 +26	+0.3%	+$8.72K	0.23%	68
2025 Q4	$3.14M	Buy	9,150 +23	+0.3%	+$7.81K	0.25%	56
2025 Q3	$3.04M	Buy	9,127 +29	+0.3%	+$9.22K	0.25%	54
2025 Q2	$2.77M	Buy	9,098 +14	+0.2%	+$3.9K	0.25%	52
2025 Q1	$2.46M	Sell	9,084 -29	-0.3%	-$8.33K	0.26%	48
2024 Q4	$2.63M	Buy	+9,113	New	+$2.61M	0.27%	50

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RMR Wealth Builders's OEF Position: Q2 2026 in Review

RMR Wealth Builders increased its iShares S&P 100 ETF (OEF) stake by 0.28% in Q2 2026, buying an estimated $9.31K and bringing the position to 9,202 shares worth $3.37M. The position accounts for 0.21% of the portfolio, ranked #71.

RMR Wealth Builders first reported a position in OEF in Q4 2024 and has held it in 7 quarters since. 1,020 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

RMR Wealth Builders held 9,202 shares of iShares S&P 100 ETF worth $3.37M as of Q2 2026.
RMR Wealth Builders bought 26 iShares S&P 100 ETF shares in Q2 2026, an estimated $9.31K.
iShares S&P 100 ETF made up 0.21% of RMR Wealth Builders's portfolio in Q2 2026, its #71 holding.
RMR Wealth Builders first reported a position in iShares S&P 100 ETF in Q4 2024 and has held it in 7 quarters since.
1,020 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.