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Mosaic Family Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Mosaic Family Wealth’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,178
Closed -$258K – 182
2021
Q3 		$258K Hold
1,178
– – 0.07% 145
2021
Q2 		$270K Hold
1,178
– – 0.08% 136
2021
Q1 		$260K Hold
1,178
– – 0.08% 134
2020
Q4 		$231K Buy
+1,178
New +$206K 0.08% 138
2020
Q3 		– Sell
-2,129
Closed -$305K – 144
2020
Q2 		$305K Buy
2,129
+1
+0% +$131 0.13% 103
2020
Q1 		$244K Sell
2,128
-31
-1% -$4.62K 0.12% 108
2019
Q4 		$358K Sell
2,159
-219
-9% -$34.6K 0.14% 99
2019
Q3 		$360K Buy
2,378
+251
+12% +$38.3K 0.15% 104
2019
Q2 		$331K Hold
2,127
– – 0.14% 116
2019
Q1 		$326K Hold
2,127
– – 0.13% 111
2018
Q4 		$285K Buy
2,127
+1
+0% +$149 0.12% 113
2018
Q3 		$320K Hold
2,126
– – 0.13% 114
2018
Q2 		$348K Buy
2,126
+500
+31% +$80K 0.13% 112
2018
Q1 		$247K Hold
1,626
– – 0.09% 141
2017
Q4 		$248K Sell
1,626
-807
-33% -$121K 0.09% 147
2017
Q3 		$361K Buy
2,433
+1,417
+139% +$199K 0.14% 123
2017
Q2 		$143K Sell
1,016
-211
-17% -$29.2K 0.06% 224
2017
Q1 		$169K Buy
1,227
+227
+23% +$31K 0.07% 193
2016
Q4 		$135K Hold
1,000
– – 0.06% 223
2016
Q3 		$124K Hold
1,000
– – 0.06% 229
2016
Q2 		$115K Hold
1,000
– – 0.06% 227
2016
Q1 		$110K Buy
1,000
+500
+100% +$51.8K 0.05% 215
2015
Q4 		$56K Buy
+500
New +$57.7K 0.02% 308

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

Mosaic Family Wealth sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 1,178 shares — an estimated $258K sold.

Mosaic Family Wealth first reported a position in IWM in Q4 2015 and held it in 23 quarters. The position peaked at $361K in Q3 2017. 2,037 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

  • Mosaic Family Wealth reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,178 iShares Russell 2000 ETF shares in Q4 2021, an estimated $258K.
  • Mosaic Family Wealth first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 23 quarters.
  • Mosaic Family Wealth's iShares Russell 2000 ETF position peaked at $361K in Q3 2017.
  • 2,037 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

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