Mosaic Family Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Sell |
9,713
-85
| -0.9% | -$36.1K | 0.53% | 27 |
|
|
2025
Q1 | $3.54M | Sell |
9,798
-63
| -0.6% | -$22.7K | 0.5% | 28 |
|
|
2024
Q4 | $3.96M | Sell |
9,861
-252
| -2% | -$101K | 0.57% | 25 |
|
|
2024
Q3 | $3.8M | Sell |
10,113
-90
| -0.9% | -$33.8K | 0.56% | 25 |
|
|
2024
Q2 | $3.72M | Sell |
10,203
-306
| -3% | -$112K | 0.6% | 25 |
|
|
2024
Q1 | $3.54M | Sell |
10,509
-70
| -0.7% | -$23.6K | 0.58% | 25 |
|
|
2023
Q4 | $3.21M | Sell |
10,579
-91
| -0.9% | -$27.6K | 0.55% | 30 |
|
|
2023
Q3 | $2.84M | Hold |
10,670
| – | – | 0.57% | 26 |
|
|
2023
Q2 | $2.94M | Sell |
10,670
-109
| -1% | -$30K | 0.58% | 24 |
|
|
2023
Q1 | $2.63M | Sell |
10,779
-33
| -0.3% | -$8.06K | 0.55% | 25 |
|
|
2022
Q4 | $2.32M | Buy |
+10,812
| New | +$2.32M | 0.65% | 27 |
|