Mosaic Family Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$448K	Sell	1,136 -11	-1%	-$4.01K	0.03%	303
2026 Q1	$360K	Sell	1,147 -6	-0.5%	-$2K	0.04%	211
2025 Q4	$372K	Buy	1,153 +1	+0.1%	+$325	0.04%	175
2025 Q3	$369K	Hold	1,152	–	–	0.04%	165
2025 Q2	$329K	Hold	1,152	–	–	0.04%	168
2025 Q1	$294K	Sell	1,152 -11	-0.9%	-$3.1K	0.04%	175
2024 Q4	$335K	Hold	1,163	–	–	0.05%	156
2024 Q3	$330K	Buy	1,163 +10	+0.9%	+$2.74K	0.05%	155
2024 Q2	$303K	Sell	1,153 -62	-5%	-$16.1K	0.05%	150
2024 Q1	$329K	Buy	1,215 +11	+0.9%	+$2.81K	0.05%	149
2023 Q4	$304K	Sell	1,204 -2	-0.2%	-$451	0.05%	145
2023 Q3	$270K	Buy	1,206 +5	+0.4%	+$1.2K	0.05%	149
2023 Q2	$291K	Sell	1,201 -33	-3%	-$7.57K	0.06%	145
2023 Q1	$280K	Sell	1,234 -184	-13%	-$42.1K	0.06%	144
2022 Q4	$304K	Buy	+1,418	New	+$311K	0.09%	139

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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

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

DADC

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

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

Mosaic Family Wealth Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.96% in Q2 2026, selling an estimated $4.01K and leaving 1,136 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #303.

Mosaic Family Wealth Partners first reported a position in IWO in Q4 2022 and has held it in 15 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Mosaic Family Wealth Partners held 1,136 shares of iShares Russell 2000 Growth ETF worth $448K as of Q2 2026.
Mosaic Family Wealth Partners sold 11 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $4.01K.
iShares Russell 2000 Growth ETF made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #303 holding.
Mosaic Family Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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