ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

RMR Wealth Builders's Holding History (CIK: 0001803848)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 138,448 Value ($000) $29,121 Avg Close — Range —
Q3 2025
Shares 139,348 Value ($000) $28,370 Avg Close — Range —
Q2 2025
Shares 137,894 Value ($000) $26,783 Avg Close — Range —
Q1 2025
Shares 136,351 Value ($000) $25,656 Avg Close — Range —
Q4 2024
Shares 137,418 Value ($000) $25,440 Avg Close — Range —
Q3 2024
Shares 135,478 Value ($000) $25,714 Avg Close — Range —
Q2 2024
Shares 135,954 Value ($000) $23,720 Avg Close — Range —
Q1 2024
Shares 136,539 Value ($000) $24,455 Avg Close — Range —
Q4 2023
Shares 136,018 Value ($000) $22,477 Avg Close — Range —
Q3 2023
Shares 127,105 Value ($000) $19,297 Avg Close — Range —
Q2 2023
Shares 123,229 Value ($000) $19,449 Avg Close — Range —
Q1 2023
Shares 118,107 Value ($000) $17,983 Avg Close — Range —
Q4 2022
Shares 117,497 Value ($000) $17,818 Avg Close — Range —
Q3 2022
Shares 110,196 Value ($000) $14,986 Avg Close — Range —
Q2 2022
Shares 109,418 Value ($000) $15,862 Avg Close — Range —
Q1 2022
Shares 109,264 Value ($000) $18,136 Avg Close — Range —
Q4 2021
Shares 107,269 Value ($000) $18,014 Avg Close — Range —
Q3 2021
Shares 205,420 Value ($000) $32,150 Avg Close — Range —
Q2 2021
Shares 173,927 Value ($000) $27,588 Avg Close — Range —
Q1 2021
Shares 235,463 Value ($000) $35,684 Avg Close — Range —
Q4 2020
Shares 90,874 Value ($000) $12,425 Avg Close — Range —
Q3 2020
Shares 244,474 Value ($000) $28,880 Avg Close — Range —
Q2 2020
Shares 28,074 Value ($000) $3,161 Avg Close — Range —
Q4 2019
Shares 23,779 Value ($000) $3,245 Avg Close — Range —