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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$2.86M	Sell
2021 Q3	$2.85M	Sell
2021 Q2	$2.91M	Sell
2021 Q1	$2.9M	Sell
2020 Q4	$2.71M	Buy
2020 Q3	$2.34M	Sell
2020 Q2	$2.38M	Buy
2020 Q1	$2.07M	Buy
2019 Q4	$2.47M	Sell
2019 Q3	$2.33M	Sell
2019 Q2	$2.32M	Sell
2019 Q1	$2.27M	Sell
2018 Q4	$2.1M	Sell
2018 Q3	$2.8M	Buy
2018 Q2	$2.6M	Buy
2018 Q1	$2.55M	Sell
2017 Q4	$2.66M	Sell
2017 Q3	$2.56M	Buy
2017 Q2	$2.49M	Sell
2017 Q1	$3.02M	Sell
2016 Q4	$3.04M	Sell
2016 Q3	$3.06M	Sell
2016 Q2	$3.08M	Sell
2016 Q1	$3.08M	Sell
2015 Q4	$5.6M	Buy