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Roof Eidam Maycock Peralta (REMP)’s iShares Morningstar Growth ETF ILCG Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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
2026
Q1 		$406K Hold
4,250
– – 0.09% 103
2025
Q4 		$442K Hold
4,250
– – 0.1% 96
2025
Q3 		$443K Hold
4,250
– – 0.11% 94
2025
Q2 		$412K Hold
4,250
– – 0.1% 89
2025
Q1 		$344K Hold
4,250
– – 0.09% 95
2024
Q4 		$381K Hold
4,250
– – 0.1% 91
2024
Q3 		$357K Hold
4,250
– – 0.09% 95
2024
Q2 		$346K Hold
4,250
– – 0.09% 95
2024
Q1 		$321K Hold
4,250
– – 0.09% 97
2023
Q4 		$288K Hold
4,250
– – 0.09% 104
2023
Q3 		$254K Hold
4,250
– – 0.08% 109
2023
Q2 		$265K Hold
4,250
– – 0.09% 102
2023
Q1 		$235K Hold
4,250
– – 0.09% 103
2022
Q4 		$207K Hold
4,250
– – 0.07% 110
2022
Q3 		$205K Hold
4,250
– – 0.08% 105
2022
Q2 		$213K Hold
4,250
– – 0.08% 94
2022
Q1 		$276K Hold
4,250
– – 0.09% 91
2021
Q4 		$305K Hold
4,250
– – 0.1% 90
2021
Q3 		$279K Hold
4,250
– – 0.1% 89
2021
Q2 		$275K Hold
4,250
– – 0.1% 87
2021
Q1 		$245K Hold
4,250
– – 0.09% 87
2020
Q4 		$246K Hold
4,250
– – 0.1% 88
2020
Q3 		$227K Buy
+4,250
New +$219K 0.09% 90
2019
Q4 		– Sell
-4,250
Closed -$163K – 114
2019
Q3 		$163K Buy
+4,250
New +$165K 0.07% 104

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s ILCG Position: Q1 2026 in Review

Roof Eidam Maycock Peralta (REMP) held its iShares Morningstar Growth ETF (ILCG) position steady in Q1 2026 at 4,250 shares worth $406K. The position accounts for 0.09% of the portfolio, ranked #103.

Roof Eidam Maycock Peralta (REMP) first reported a position in ILCG in Q3 2019 and has held it in 24 quarters since. The position peaked at $443K in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Roof Eidam Maycock Peralta (REMP) held 4,250 shares of iShares Morningstar Growth ETF worth $406K as of Q1 2026.
  • Roof Eidam Maycock Peralta (REMP) left its iShares Morningstar Growth ETF share count unchanged in Q1 2026.
  • iShares Morningstar Growth ETF made up 0.09% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q1 2026, its #103 holding.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in iShares Morningstar Growth ETF in Q3 2019 and has held it in 24 quarters since.
  • Roof Eidam Maycock Peralta (REMP)'s iShares Morningstar Growth ETF position peaked at $443K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q1 2026, filed 14 May 2026.