Mosaic Family Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mosaic Family Wealth Partners’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.21M	Sell	13,257 -122	-0.9%	-$28.4K	0.22%	77
2026 Q1	$2.86M	Sell	13,379 -200	-1%	-$43.8K	0.29%	48
2025 Q4	$2.86M	Buy	13,579 +5	+0%	+$1.03K	0.31%	47
2025 Q3	$2.76M	Sell	13,574 -8	-0.1%	-$1.59K	0.32%	39
2025 Q2	$2.64M	Sell	13,582 -532	-4%	-$98.5K	0.34%	37
2025 Q1	$2.66M	Sell	14,114 -104	-0.7%	-$19.8K	0.38%	33
2024 Q4	$2.63M	Sell	14,218 -347	-2%	-$66.6K	0.38%	34
2024 Q3	$2.76M	Sell	14,565 -32	-0.2%	-$5.83K	0.41%	34
2024 Q2	$2.55M	Sell	14,597 -289	-2%	-$50.5K	0.41%	34
2024 Q1	$2.67M	Sell	14,886 -66	-0.4%	-$11.2K	0.44%	31
2023 Q4	$2.47M	Buy	14,952 +993	+7%	+$153K	0.43%	34
2023 Q3	$2.12M	Hold	13,959	–	–	0.42%	33
2023 Q2	$2.2M	Sell	13,959 -283	-2%	-$43.3K	0.43%	33
2023 Q1	$2.17M	Sell	14,242 -924	-6%	-$143K	0.45%	33
2022 Q4	$2.3M	Buy	+15,166	New	+$2.27M	0.65%	29

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Mosaic Family Wealth Partners's IWD Position: Q2 2026 in Review

Mosaic Family Wealth Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.91% in Q2 2026, selling an estimated $28.4K and leaving 13,257 shares worth $3.21M. The position accounts for 0.22% of the portfolio, ranked #77.

Mosaic Family Wealth Partners first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Mosaic Family Wealth Partners held 13,257 shares of iShares Russell 1000 Value ETF worth $3.21M as of Q2 2026.
Mosaic Family Wealth Partners sold 122 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $28.4K.
iShares Russell 1000 Value ETF made up 0.22% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #77 holding.
Mosaic Family Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.