RWB
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RMR Wealth Builders’s iShares Morningstar Growth ETF ILCG Stock Holding History

RMR Wealth Builders’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-415
Closed -$24K – 406
2021
Q1 		$24K Hold
415
– – 0.01% 487
2020
Q4 		$24K Buy
+415
New +$23K 0.01% 335

Other funds holding ILCG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RMR Wealth Builders's ILCG Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2021, closing a stake of 415 shares — an estimated $24K sold.

RMR Wealth Builders first reported a position in ILCG in Q4 2020 and held it in 2 quarters. The position peaked at $24K in Q1 2021. 177 funds tracked by Wall St. Rank hold ILCG as of Q2 2021.

  • RMR Wealth Builders reported no remaining iShares Morningstar Growth ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 415 iShares Morningstar Growth ETF shares in Q2 2021, an estimated $24K.
  • RMR Wealth Builders first reported a position in iShares Morningstar Growth ETF in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's iShares Morningstar Growth ETF position peaked at $24K in Q1 2021.
  • 177 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.