Ownership history in RMR Wealth Builders · 24 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in ISHARES RUSSELL 1000 VALUE ETF (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 138,448 | -900 | -0.6% | 2.33% | $29.1M | $209.54 |
| 2025 Q3 | ADDED | 139,348 | +1,454 | +1.1% | 2.37% | $28.4M | $201.84 |
| 2025 Q2 | ADDED | 137,894 | +1,543 | +1.1% | 2.43% | $26.8M | $191.71 |
| 2025 Q1 | REDUCED | 136,351 | -1,067 | -0.8% | 2.70% | $25.7M | $184.90 |
| 2024 Q4 | ADDED | 137,418 | +1,940 | +1.4% | 2.65% | $25.4M | $181.15 |
| 2024 Q3 | REDUCED | 135,478 | -476 | -0.4% | 2.72% | $25.7M | $184.76 |
| 2024 Q2 | REDUCED | 135,954 | -585 | -0.4% | 2.72% | $23.7M | $168.92 |
| 2024 Q1 | ADDED | 136,539 | +521 | +0.4% | 2.96% | $24.5M | $172.73 |
| 2023 Q4 | ADDED | 136,018 | +8,913 | +7.0% | 3.16% | $22.5M | $158.67 |
| 2023 Q3 | ADDED | 127,105 | +3,876 | +3.1% | 3.08% | $19.3M | $144.92 |
As of 2025 Q4 — sorted by position size