Mosaic Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Mosaic Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-950	Closed	-$323K	–	20
2025 Q2	$323K	Buy	+950	New	+$298K	0.47%	11
2022 Q1	–	Sell	-900	Closed	-$238K	–	35
2021 Q4	$238K	Buy	+900	New	+$232K	0.17%	46

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mosaic Advisors's IWB Position: Q3 2025 in Review

Mosaic Advisors sold out of iShares Russell 1000 ETF (IWB) in Q3 2025, closing a stake of 950 shares — an estimated $323K sold.

Mosaic Advisors first reported a position in IWB in Q4 2021 and held it in 2 quarters. The position peaked at $323K in Q2 2025. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

Mosaic Advisors reported no remaining iShares Russell 1000 ETF position as of Q3 2025 after selling out during the quarter.
Mosaic Advisors sold 950 iShares Russell 1000 ETF shares in Q3 2025, an estimated $323K.
Mosaic Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and held it in 2 quarters.
Mosaic Advisors's iShares Russell 1000 ETF position peaked at $323K in Q2 2025.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Mosaic Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.