RMR Wealth Builders IWD Holdings History
RMR Wealth Builders's iShares Russell 1000 Value ETF Holding Summary
As of 2025-06-30, RMR Wealth Builders held 137,894.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $26.78 Mil. This investment constitutes 2.43% of their stock portfolio, and RMR Wealth Builders now holds 0.04% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2019Q4. And since then RMR Wealth Builders has made 16 purchases of IWD, at an average price of $132.66, for a total of 453,309.00 shares. In addition, there have been 6 sales at an average price of $145.18 for 315,415.00 shares. Based on historical transaction data and IWD's current price of $195.88, RMR Wealth Builders's estimated gain on his IWD holdings is $12.67 Mil, reflecting a 21.06% gain to date.
RMR Wealth Builders IWD ($195.88) Holding Chart
RMR Wealth Builders IWD ($195.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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