Mosaic Family Wealth Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$408K	Sell	1,844 -34	-2%	-$7.12K	0.03%	314
2026 Q1	$356K	Sell	1,878 -25	-1%	-$4.84K	0.04%	213
2025 Q4	$345K	Buy	1,903 +1	+0.1%	+$180	0.04%	181
2025 Q3	$336K	Sell	1,902 -1	-0.1%	-$169	0.04%	176
2025 Q2	$300K	Sell	1,903 -1	-0.1%	-$149	0.04%	177
2025 Q1	$287K	Sell	1,904 -841	-31%	-$136K	0.04%	177
2024 Q4	$451K	Sell	2,745 -98	-3%	-$16.7K	0.07%	134
2024 Q3	$474K	Buy	2,843 +34	+1%	+$5.52K	0.07%	126
2024 Q2	$428K	Sell	2,809 -45	-2%	-$6.88K	0.07%	130
2024 Q1	$453K	Sell	2,854 -994	-26%	-$151K	0.07%	126
2023 Q4	$598K	Buy	3,848 +6	+0.2%	+$831	0.1%	102
2023 Q3	$521K	Hold	3,842	–	–	0.1%	104
2023 Q2	$541K	Sell	3,842 -99	-3%	-$13.4K	0.11%	104
2023 Q1	$540K	Buy	3,941 +3	+0.1%	+$435	0.11%	100
2022 Q4	$546K	Buy	+3,938	New	+$556K	0.15%	95

Other funds holding IWN

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Mosaic Family Wealth Partners reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.8% in Q2 2026, selling an estimated $7.12K and leaving 1,844 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #314.

Mosaic Family Wealth Partners first reported a position in IWN in Q4 2022 and has held it in 15 quarters since. The position peaked at $598K in Q4 2023. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Mosaic Family Wealth Partners held 1,844 shares of iShares Russell 2000 Value ETF worth $408K as of Q2 2026.
Mosaic Family Wealth Partners sold 34 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $7.12K.
iShares Russell 2000 Value ETF made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #314 holding.
Mosaic Family Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 15 quarters since.
Mosaic Family Wealth Partners's iShares Russell 2000 Value ETF position peaked at $598K in Q4 2023.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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