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Roof Eidam Maycock Peralta (REMP)’s iShares Russell 2000 Value ETF IWN Stock Holding History

Roof Eidam Maycock Peralta (REMP)’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$284K Hold
1,283
– – 0.06% 117
2026
Q1 		$243K Hold
1,283
– – 0.06% 119
2025
Q4 		$232K Hold
1,283
– – 0.05% 123
2025
Q3 		$227K Hold
1,283
– – 0.06% 121
2025
Q2 		$202K Buy
+1,283
New +$191K 0.05% 125
2025
Q1 		– Sell
-1,283
Closed -$211K – 125
2024
Q4 		$211K Hold
1,283
– – 0.05% 120
2024
Q3 		$214K Buy
+1,283
New +$208K 0.05% 123
2024
Q2 		– Sell
-1,283
Closed -$204K – 124
2024
Q1 		$204K Buy
+1,283
New +$194K 0.06% 124
2022
Q4 		– Sell
-7,458
Closed -$962K – 118
2022
Q3 		$962K Buy
+7,458
New +$1.08M 0.36% 54

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s IWN Position: Q2 2026 in Review

Roof Eidam Maycock Peralta (REMP) held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,283 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #117.

Roof Eidam Maycock Peralta (REMP) first reported a position in IWN in Q3 2022 and has held it in 9 quarters since. The position peaked at $962K in Q3 2022. 606 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Roof Eidam Maycock Peralta (REMP) held 1,283 shares of iShares Russell 2000 Value ETF worth $284K as of Q2 2026.
  • Roof Eidam Maycock Peralta (REMP) left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.06% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #117 holding.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in iShares Russell 2000 Value ETF in Q3 2022 and has held it in 9 quarters since.
  • Roof Eidam Maycock Peralta (REMP)'s iShares Russell 2000 Value ETF position peaked at $962K in Q3 2022.
  • 606 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q2 2026, filed 24 Jul 2026.