Mosaic Family Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Mosaic Family Wealth’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-950	Closed	-$201K	–	165
2020 Q4	$201K	Buy	+950	New	+$190K	0.07%	148
2019 Q2	–	Sell	-950	Closed	-$149K	–	387
2019 Q1	$149K	Hold	950	–	–	0.06%	180
2018 Q4	$132K	Hold	950	–	–	0.05%	189
2018 Q3	$143K	Hold	950	–	–	0.06%	184
2018 Q2	$144K	Hold	950	–	–	0.05%	191
2018 Q1	$140K	Hold	950	–	–	0.05%	196
2017 Q4	$141K	Hold	950	–	–	0.05%	201
2017 Q3	$133K	Hold	950	–	–	0.05%	236
2017 Q2	$129K	Hold	950	–	–	0.05%	234
2017 Q1	$125K	Hold	950	–	–	0.05%	238
2016 Q4	$118K	Hold	950	–	–	0.05%	238
2016 Q3	$114K	Hold	950	–	–	0.05%	240
2016 Q2	$112K	Hold	950	–	–	0.05%	236
2016 Q1	$108K	Hold	950	–	–	0.05%	218
2015 Q4	$107K	Buy	+950	New	+$109K	0.05%	214

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

Mosaic Family Wealth's IWB Position: Q1 2021 in Review

Mosaic Family Wealth sold out of iShares Russell 1000 ETF (IWB) in Q1 2021, closing a stake of 950 shares — an estimated $201K sold.

Mosaic Family Wealth first reported a position in IWB in Q4 2015 and held it in 15 quarters. The position peaked at $201K in Q4 2020. 920 funds tracked by Wall St. Rank hold IWB as of Q1 2021.

Mosaic Family Wealth reported no remaining iShares Russell 1000 ETF position as of Q1 2021 after selling out during the quarter.
Mosaic Family Wealth sold 950 iShares Russell 1000 ETF shares in Q1 2021, an estimated $201K.
Mosaic Family Wealth first reported a position in iShares Russell 1000 ETF in Q4 2015 and held it in 15 quarters.
Mosaic Family Wealth's iShares Russell 1000 ETF position peaked at $201K in Q4 2020.
920 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2021.

Based on Mosaic Family Wealth's 13F filing for Q1 2021, filed 27 Apr 2021.