Mosaic Family Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Hold |
1,152
| – | – | 0.04% | 166 |
|
|
2025
Q1 | $294K | Sell |
1,152
-11
| -0.9% | -$2.81K | 0.04% | 173 |
|
|
2024
Q4 | $335K | Hold |
1,163
| – | – | 0.05% | 155 |
|
|
2024
Q3 | $330K | Buy |
1,163
+10
| +0.9% | +$2.84K | 0.05% | 154 |
|
|
2024
Q2 | $303K | Sell |
1,153
-62
| -5% | -$16.3K | 0.05% | 150 |
|
|
2024
Q1 | $329K | Buy |
1,215
+11
| +0.9% | +$2.98K | 0.05% | 149 |
|
|
2023
Q4 | $304K | Sell |
1,204
-2
| -0.2% | -$504 | 0.05% | 145 |
|
|
2023
Q3 | $270K | Buy |
1,206
+5
| +0.4% | +$1.12K | 0.05% | 149 |
|
|
2023
Q2 | $291K | Sell |
1,201
-33
| -3% | -$8.01K | 0.06% | 145 |
|
|
2023
Q1 | $280K | Sell |
1,234
-184
| -13% | -$41.7K | 0.06% | 144 |
|
|
2022
Q4 | $304K | Buy |
+1,418
| New | +$304K | 0.09% | 137 |
|