Mosaic Family Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Hold |
4,250
| – | – | 0.08% | 121 |
|
|
2025
Q1 | $499K | Sell |
4,250
-45
| -1% | -$5.29K | 0.07% | 131 |
|
|
2024
Q4 | $544K | Buy |
4,295
+1
| +0% | +$127 | 0.08% | 117 |
|
|
2024
Q3 | $504K | Sell |
4,294
-180
| -4% | -$21.1K | 0.07% | 123 |
|
|
2024
Q2 | $494K | Sell |
4,474
-132
| -3% | -$14.6K | 0.08% | 116 |
|
|
2024
Q1 | $526K | Sell |
4,606
-56
| -1% | -$6.39K | 0.09% | 114 |
|
|
2023
Q4 | $487K | Buy |
4,662
+2
| +0% | +$209 | 0.08% | 115 |
|
|
2023
Q3 | $426K | Hold |
4,660
| – | – | 0.09% | 112 |
|
|
2023
Q2 | $450K | Sell |
4,660
-58
| -1% | -$5.6K | 0.09% | 110 |
|
|
2023
Q1 | $430K | Buy |
4,718
+1
| +0% | +$91 | 0.09% | 110 |
|
|
2022
Q4 | $394K | Buy |
+4,717
| New | +$394K | 0.11% | 116 |
|