Ownership history in RMR Wealth Builders · 17 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in ISHARES TR (SUB). 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 | ADDED | 288,038 | +16,729 | +6.2% | 2.46% | $30.7M | $106.25 |
| 2025 Q3 | ADDED | 271,309 | +16,269 | +6.4% | 2.42% | $29.0M | $105.43 |
| 2025 Q2 | ADDED | 255,040 | +15,681 | +6.6% | 2.46% | $27.1M | $104.35 |
| 2025 Q1 | ADDED | 239,359 | +5,482 | +2.3% | 2.66% | $25.3M | $103.03 |
| 2024 Q4 | ADDED | 233,877 | +20,444 | +9.6% | 2.57% | $24.7M | $102.51 |
| 2024 Q3 | ADDED | 213,433 | +14,469 | +7.3% | 2.40% | $22.7M | $102.45 |
| 2024 Q2 | ADDED | 198,964 | +7,863 | +4.1% | 2.39% | $20.8M | $100.34 |
| 2024 Q1 | ADDED | 191,101 | +3,430 | +1.8% | 2.42% | $20.0M | $100.00 |
| 2023 Q4 | REDUCED | 187,671 | -17,916 | -8.7% | 2.78% | $19.8M | $100.33 |
| 2023 Q3 | ADDED | 205,587 | +7,450 | +3.8% | 3.38% | $21.1M | $97.27 |
As of 2025 Q4 — sorted by position size