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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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.