MFW
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Mosaic Family Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mosaic Family Wealth’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,739
Closed -$439K – 170
2021
Q1 		$439K Buy
6,739
+87
+1% +$5.62K 0.13% 97
2020
Q4 		$425K Hold
6,652
– – 0.14% 97
2020
Q3 		$384K Hold
6,652
– – 0.14% 92
2020
Q2 		$345K Buy
6,652
+280
+4% +$13.4K 0.14% 95
2020
Q1 		$263K Sell
6,372
-80
-1% -$3.78K 0.13% 107
2019
Q4 		$312K Buy
6,452
+144
+2% +$6.67K 0.13% 113
2019
Q3 		$284K Hold
6,308
– – 0.12% 126
2019
Q2 		$283K Buy
6,308
+60
+1% +$2.64K 0.12% 133
2019
Q1 		$269K Buy
6,248
+600
+11% +$24.6K 0.11% 128
2018
Q4 		$213K Buy
5,648
+212
+4% +$8.58K 0.09% 144
2018
Q3 		$221K Sell
5,436
-280
-5% -$12K 0.09% 144
2018
Q2 		$232K Buy
5,716
+1,492
+35% +$59.9K 0.09% 152
2018
Q1 		$164K Buy
4,224
+2,924
+225% +$117K 0.06% 178
2017
Q4 		$50K Hold
1,300
– – 0.02% 325
2017
Q3 		$47K Hold
1,300
– – 0.02% 346
2017
Q2 		$44K Hold
1,300
– – 0.02% 344
2017
Q1 		$43K Hold
1,300
– – 0.02% 342
2016
Q4 		$40K Hold
1,300
– – 0.02% 349
2016
Q3 		$40K Hold
1,300
– – 0.02% 358
2016
Q2 		$38K Hold
1,300
– – 0.02% 363
2016
Q1 		$37K Hold
1,300
– – 0.02% 357
2015
Q4 		$37K Buy
+1,300
New +$37.8K 0.02% 360

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mosaic Family Wealth's IVW Position: Q2 2021 in Review

Mosaic Family Wealth sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2021, closing a stake of 6,739 shares — an estimated $439K sold.

Mosaic Family Wealth first reported a position in IVW in Q4 2015 and held it in 22 quarters. The position peaked at $439K in Q1 2021. 1,136 funds tracked by Wall St. Rank hold IVW as of Q2 2021.

  • Mosaic Family Wealth reported no remaining iShares S&P 500 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Mosaic Family Wealth sold 6,739 iShares S&P 500 Growth ETF shares in Q2 2021, an estimated $439K.
  • Mosaic Family Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and held it in 22 quarters.
  • Mosaic Family Wealth's iShares S&P 500 Growth ETF position peaked at $439K in Q1 2021.
  • 1,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2021.

Based on Mosaic Family Wealth's 13F filing for Q2 2021, filed 19 Jul 2021.