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

Roof Eidam Maycock Peralta (REMP)’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$327K Hold
829
– – 0.06% 114
2026
Q1 		$260K Hold
829
– – 0.06% 113
2025
Q4 		$268K Hold
829
– – 0.06% 113
2025
Q3 		$265K Sell
829
-350
-30% -$106K 0.06% 113
2025
Q2 		$337K Hold
1,179
– – 0.08% 96
2025
Q1 		$301K Hold
1,179
– – 0.08% 103
2024
Q4 		$339K Hold
1,179
– – 0.09% 94
2024
Q3 		$335K Hold
1,179
– – 0.09% 99
2024
Q2 		$310K Hold
1,179
– – 0.08% 99
2024
Q1 		$319K Hold
1,179
– – 0.09% 98
2023
Q4 		$297K Hold
1,179
– – 0.09% 102
2023
Q3 		$264K Hold
1,179
– – 0.09% 106
2023
Q2 		$286K Buy
1,179
+250
+27% +$57.3K 0.1% 99
2023
Q1 		$211K Buy
+929
New +$213K 0.08% 111

Other funds holding IWO

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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Roof Eidam Maycock Peralta (REMP) held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 829 shares worth $327K. The position accounts for 0.06% of the portfolio, ranked #114.

Roof Eidam Maycock Peralta (REMP) first reported a position in IWO in Q1 2023 and has held it in 14 quarters since. The position peaked at $339K in Q4 2024. 607 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Roof Eidam Maycock Peralta (REMP) held 829 shares of iShares Russell 2000 Growth ETF worth $327K as of Q2 2026.
  • Roof Eidam Maycock Peralta (REMP) left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.06% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #114 holding.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • Roof Eidam Maycock Peralta (REMP)'s iShares Russell 2000 Growth ETF position peaked at $339K in Q4 2024.
  • 607 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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