iShares Russell 1000 Value Index shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $26M | 136k | 189.80 |
| 2024-06-30 | $24M | 136k | 174.47 |
| 2024-03-31 | $25M | 137k | 179.11 |
| 2023-12-31 | $23M | 136k | 165.25 |
| 2023-09-30 | $19M | 127k | 151.82 |
| 2023-06-30 | $19M | 123k | 157.83 |
| 2023-03-31 | $18M | 118k | 152.26 |
| 2022-12-31 | $18M | 118k | 151.65 |
| 2022-09-30 | $15M | 110k | 135.99 |
| 2022-06-30 | $16M | 109k | 144.97 |
| 2022-03-31 | $18M | 109k | 165.98 |
| 2021-12-31 | $18M | 107k | 167.93 |
| 2021-09-30 | $32M | 205k | 156.51 |
| 2021-06-30 | $28M | 174k | 158.62 |
| 2021-03-31 | $36M | 236k | 151.55 |
| 2020-12-31 | $12k | 3.0k | 4.20 |
| 2020-09-30 | $29M | 245k | 118.13 |
| 2020-06-30 | $3.2M | 28k | 112.60 |
| 2019-12-31 | $3.2M | 24k | 136.46 |
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