MFW
IWF icon

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

Mosaic Family Wealth’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$4M Sell
52,376
-2,592
-5% -$192K 1.04% 13
2021
Q3 		$3.77M Sell
54,968
-1,052
-2% -$74.4K 1.04% 15
2021
Q2 		$3.8M Sell
56,020
-2,036
-4% -$131K 1.1% 15
2021
Q1 		$3.53M Sell
58,056
-1,296
-2% -$78.9K 1.02% 18
2020
Q4 		$3.58M Sell
59,352
-868
-1% -$49.4K 1.2% 14
2020
Q3 		$3.27M Buy
60,220
+20
+0% +$1.05K 1.22% 13
2020
Q2 		$2.89M Buy
60,200
+220
+0.4% +$9.7K 1.19% 12
2020
Q1 		$2.26M Sell
59,980
-2,104
-3% -$90.7K 1.15% 13
2019
Q4 		$2.73M Sell
62,084
-1,612
-3% -$67.3K 1.1% 11
2019
Q3 		$2.54M Sell
63,696
-228
-0.4% -$9.14K 1.05% 12
2019
Q2 		$2.52M Sell
63,924
-832
-1% -$32.2K 1.05% 12
2019
Q1 		$2.45M Sell
64,756
-3,524
-5% -$127K 0.99% 12
2018
Q4 		$2.23M Sell
68,280
-8,536
-11% -$301K 0.92% 15
2018
Q3 		$2.71M Sell
76,816
-2,296
-3% -$86.9K 1.11% 11
2018
Q2 		$2.84M Sell
79,112
-572
-0.7% -$20.2K 1.08% 12
2018
Q1 		$2.71M Sell
79,684
-5,512
-6% -$193K 1% 13
2017
Q4 		$2.87M Sell
85,196
-808
-0.9% -$26.5K 1.04% 14
2017
Q3 		$2.69M Sell
86,004
-1,104
-1% -$33.8K 1.04% 11
2017
Q2 		$2.59M Sell
87,108
-20,556
-19% -$603K 1.08% 12
2017
Q1 		$3.06M Sell
107,664
-4,124
-4% -$114K 1.33% 8
2016
Q4 		$2.93M Sell
111,788
-12,104
-10% -$314K 1.35% 9
2016
Q3 		$3.23M Sell
123,892
-8,940
-7% -$232K 1.5% 8
2016
Q2 		$3.33M Sell
132,832
-8,488
-6% -$212K 1.61% 7
2016
Q1 		$3.52M Sell
141,320
-127,700
-47% -$3.02M 1.69% 10
2015
Q4 		$6.69M Buy
+269,020
New +$6.71M 2.98% 6

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mosaic Family Wealth's IWF Position: Q4 2021 in Review

Mosaic Family Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.7% in Q4 2021, selling an estimated $192K and leaving 52,376 shares worth $4M. The position accounts for 1.04% of the portfolio, ranked #13.

Mosaic Family Wealth first reported a position in IWF in Q4 2015 and has held it in 25 quarters since. The position peaked at $6.69M in Q4 2015. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

  • Mosaic Family Wealth held 52,376 shares of iShares Russell 1000 Growth ETF worth $4M as of Q4 2021.
  • Mosaic Family Wealth sold 2,592 iShares Russell 1000 Growth ETF shares in Q4 2021, an estimated $192K.
  • iShares Russell 1000 Growth ETF made up 1.04% of Mosaic Family Wealth's portfolio in Q4 2021, its #13 holding.
  • Mosaic Family Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's iShares Russell 1000 Growth ETF position peaked at $6.69M in Q4 2015.
  • 1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.