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 GROWTH ETF (IWF). 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 | 100,602 | -1,694 | -1.7% | 3.81% | $47.6M | $472.88 |
| 2025 Q3 | REDUCED | 102,296 | -1,348 | -1.3% | 4.01% | $47.9M | $467.53 |
| 2025 Q2 | REDUCED | 103,644 | -416 | -0.4% | 4.00% | $44.0M | $423.39 |
| 2025 Q1 | REDUCED | 104,060 | -3,144 | -2.9% | 3.95% | $37.6M | $359.72 |
| 2024 Q4 | REDUCED | 107,204 | -1,800 | -1.7% | 4.48% | $43.1M | $399.63 |
| 2024 Q3 | REDUCED | 109,004 | -2,264 | -2.0% | 4.34% | $40.9M | $373.18 |
| 2024 Q2 | REDUCED | 111,268 | -443 | -0.4% | 4.65% | $40.6M | $361.83 |
| 2024 Q1 | REDUCED | 111,711 | -3,614 | -3.1% | 4.55% | $37.7M | $334.19 |
| 2023 Q4 | REDUCED | 115,325 | -1,229 | -1.1% | 4.91% | $35.0M | $300.20 |
| 2023 Q3 | REDUCED | 116,554 | -57 | -0.0% | 4.95% | $31.0M | $262.86 |
As of 2025 Q4 — sorted by position size