Mosaic Family Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$628K	Sell	4,286 -152	-3%	-$21K	0.04%	263
2026 Q1	$569K	Buy	4,438 +187	+4%	+$25.3K	0.06%	166
2025 Q4	$582K	Hold	4,251	–	–	0.06%	139
2025 Q3	$608K	Buy	4,251 +1	+0%	+$141	0.07%	125
2025 Q2	$589K	Hold	4,250	–	–	0.08%	122
2025 Q1	$499K	Sell	4,250 -45	-1%	-$5.79K	0.07%	132
2024 Q4	$544K	Buy	4,295 +1	+0%	+$127	0.08%	118
2024 Q3	$504K	Sell	4,294 -180	-4%	-$20.1K	0.07%	124
2024 Q2	$494K	Sell	4,474 -132	-3%	-$14.5K	0.08%	116
2024 Q1	$526K	Sell	4,606 -56	-1%	-$6.06K	0.09%	114
2023 Q4	$487K	Buy	4,662 +2	+0%	+$190	0.08%	115
2023 Q3	$426K	Hold	4,660	–	–	0.09%	112
2023 Q2	$450K	Sell	4,660 -58	-1%	-$5.29K	0.09%	110
2023 Q1	$430K	Buy	4,718 +1	+0%	+$89	0.09%	110
2022 Q4	$394K	Buy	+4,717	New	+$397K	0.11%	118

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Mosaic Family Wealth Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.4% in Q2 2026, selling an estimated $21K and leaving 4,286 shares worth $628K. The position accounts for 0.04% of the portfolio, ranked #263.

Mosaic Family Wealth Partners first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Mosaic Family Wealth Partners held 4,286 shares of iShares Russell Mid-Cap Growth ETF worth $628K as of Q2 2026.
Mosaic Family Wealth Partners sold 152 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $21K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #263 holding.
Mosaic Family Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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