Mosaic Family Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $608K | Buy |
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|
2025
Q2 | $589K | Hold |
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|
2025
Q1 | $499K | Sell |
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|
2024
Q4 | $544K | Buy |
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|
2024
Q3 | $504K | Sell |
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|
2024
Q2 | $494K | Sell |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $487K | Buy |
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|
2023
Q3 | $426K | Hold |
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|
2023
Q2 | $450K | Sell |
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|
2023
Q1 | $430K | Buy |
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|
2022
Q4 | $394K | Buy |
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