RMR Wealth Builders IWD holdings history
ISHARES RUSSELL 1000 VALUE E · CUSIP 464287598 · CIK 1803848
As of 2026-06-30, RMR Wealth Builders reported 136.51K IWD (shares), valued at $33.09M, or 2.06% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 0.49%; reported value increased 12.90%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.06% | 136,510 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 2.31% | 137,184 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 2.33% | 138,448 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 2.37% | 139,348 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 2.43% | 137,894 | SEC filing ↗Filed Jul 8, 2025 |
| Q1 2025 | 2.70% | 136,351 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 2.63% | 137,418 | SEC filing ↗Filed Jan 14, 2025Amended |
| Q3 2024 | 2.72% | 135,478 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 2.72% | 135,954 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 2.96% | 136,539 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 3.16% | 136,018 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 3.08% | 127,105 | SEC filing ↗Filed Oct 23, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.08% | 127,105 | $19.30M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 23, 2023 |
| Q4 2023 | 3.16% | 136,018 | $22.48M | Shares increased 7.01%; reported value increased 16.48%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 2.96% | 136,539 | $24.46M | Shares increased 0.38%; reported value increased 8.80%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 2.72% | 135,954 | $23.72M | Shares decreased 0.43%; reported value decreased 3.01%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 2.72% | 135,478 | $25.71M | Shares decreased 0.35%; reported value increased 8.41%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 2.63% | 137,418 | $25.44M | Shares increased 1.43%; reported value decreased 1.06%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 2.70% | 136,351 | $25.66M | Shares decreased 0.78%; reported value increased 0.85%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 2.43% | 137,894 | $26.78M | Shares increased 1.13%; reported value increased 4.39%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2025 |
| Q3 2025 | 2.37% | 139,348 | $28.37M | Shares increased 1.05%; reported value increased 5.92%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 2.33% | 138,448 | $29.12M | Shares decreased 0.65%; reported value increased 2.65%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 2.31% | 137,184 | $29.31M | Shares decreased 0.91%; reported value increased 0.66%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 2.06% | 136,510 | $33.09M | Shares decreased 0.49%; reported value increased 12.90%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.