iShares Russell 2000 Index shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 37k | 241.96 |
| 2025-06-30 | $8.0M | 37k | 215.79 |
| 2025-03-31 | $7.3M | 37k | 199.49 |
| 2024-12-31 | $8.7M | 39k | 220.96 |
| 2024-09-30 | $8.6M | 39k | 220.89 |
| 2024-06-30 | $7.4M | 37k | 202.89 |
| 2024-03-31 | $7.8M | 37k | 210.30 |
| 2023-12-31 | $7.6M | 38k | 200.71 |
| 2023-09-30 | $7.2M | 41k | 176.74 |
| 2023-06-30 | $7.7M | 41k | 187.27 |
| 2023-03-31 | $7.7M | 43k | 178.40 |
| 2022-12-31 | $7.6M | 44k | 174.37 |
| 2022-09-30 | $7.0M | 43k | 164.91 |
| 2022-06-30 | $8.1M | 48k | 169.36 |
| 2022-03-31 | $10M | 50k | 205.27 |
| 2021-12-31 | $11M | 50k | 222.44 |
| 2021-09-30 | $20M | 89k | 218.75 |
| 2021-06-30 | $17M | 75k | 229.38 |
| 2021-03-31 | $22M | 97k | 220.94 |
| 2020-12-31 | $8.0k | 2.9k | 2.79 |
| 2020-09-30 | $15M | 101k | 149.79 |
| 2020-06-30 | $1.6M | 11k | 143.19 |
| 2019-12-31 | $1.8M | 11k | 165.67 |