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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.52M Sell
2025
Q2
$4.12M Sell
2025
Q1
$3.54M Sell
2024
Q4
$3.96M Sell
2024
Q3
$3.8M Sell
2024
Q2
$3.72M Sell
2024
Q1
$3.54M Sell
2023
Q4
$3.21M Sell
2023
Q3
$2.84M Hold
2023
Q2
$2.94M Sell
2023
Q1
$2.63M Sell
2022
Q4
$2.32M Buy