Mosaic Family Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.74M	Sell	38,191 -213	-0.6%	-$25.7K	0.32%	46
2026 Q1	$4.09M	Sell	38,404 -332	-0.9%	-$37.7K	0.42%	37
2025 Q4	$4.58M	Sell	38,736 -56	-0.1%	-$6.63K	0.5%	29
2025 Q3	$4.52M	Sell	38,792 -60	-0.2%	-$6.68K	0.53%	25
2025 Q2	$4.12M	Sell	38,852 -340	-0.9%	-$32.5K	0.53%	27
2025 Q1	$3.54M	Sell	39,192 -252	-0.6%	-$24.9K	0.5%	28
2024 Q4	$3.96M	Sell	39,444 -1,008	-2%	-$99.1K	0.57%	25
2024 Q3	$3.8M	Sell	40,452 -360	-0.9%	-$32.6K	0.56%	25
2024 Q2	$3.72M	Sell	40,812 -1,224	-3%	-$105K	0.6%	25
2024 Q1	$3.54M	Sell	42,036 -280	-0.7%	-$22.6K	0.58%	25
2023 Q4	$3.21M	Sell	42,316 -364	-0.9%	-$25.7K	0.55%	30
2023 Q3	$2.84M	Hold	42,680	–	–	0.57%	26
2023 Q2	$2.94M	Sell	42,680 -436	-1%	-$27.7K	0.58%	24
2023 Q1	$2.63M	Sell	43,116 -132	-0.3%	-$7.61K	0.55%	25
2022 Q4	$2.32M	Buy	+43,248	New	+$2.38M	0.65%	27

Other funds holding IWF

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mosaic Family Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.55% in Q2 2026, selling an estimated $25.7K and leaving 38,191 shares worth $4.74M. The position accounts for 0.32% of the portfolio, ranked #46.

Mosaic Family Wealth Partners first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Mosaic Family Wealth Partners held 38,191 shares of iShares Russell 1000 Growth ETF worth $4.74M as of Q2 2026.
Mosaic Family Wealth Partners sold 213 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $25.7K.
iShares Russell 1000 Growth ETF made up 0.32% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #46 holding.
Mosaic Family Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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