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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Buy
+950
New +$323K 0.47% 11
2022
Q1
Sell
-900
Closed -$238K 35
2021
Q4
$238K Buy
+900
New +$238K 0.17% 46