RMR Wealth Builders IWF Holdings History
RMR Wealth Builders's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, RMR Wealth Builders held 103,644.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $44.01 Mil. This investment constitutes 4% of their stock portfolio, and RMR Wealth Builders now holds 0.04% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2019Q4. And since then RMR Wealth Builders has made 9 purchases of IWF, at an average price of $222.98, for a total of 379,562.00 shares. In addition, there have been 13 sales at an average price of $258.26 for 275,918.00 shares. Based on historical transaction data and IWF's current price of $434.45, RMR Wealth Builders's estimated gain on his IWF holdings is $31.65 Mil, reflecting a 37.40% gain to date.
RMR Wealth Builders IWF ($434.45) Holding Chart
RMR Wealth Builders IWF ($434.45) 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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