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Ishares Tr shares owned by RMR Wealth Builders

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by RMR Wealth Builders from 13F filings

Historical chart of RMR Wealth Builders investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by RMR Wealth Builders consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2025-12-31 $685k 9.9k 69.43
2025-09-30 $681k 9.9k 69.08
2025-06-30 $869k 14k 64.13

More positions owned by RMR Wealth Builders

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Ii Peakshares Rmr (PRMR)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Pimco Etf Tr 0-5 High Yield (HYS)
Amazon (AMZN)

View all positions for RMR Wealth Builders

Top funds holding Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
Wells Fargo & Company
SigFig Wealth Management
Tolleson Wealth Management
Plan
CI Private Wealth
Ullmann Financial
Bsc Private Wealth Management
Modern Wealth Management
Atomi Financial Group
Ameriprise Financial
Cardinal Point Capital Management, ULC
Ewa
Envestnet Asset Management

View all funds holding Ishares Tr