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

Mosaic Family Wealth’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$471K Hold
1,608
– – 0.12% 109
2021
Q3 		$472K Sell
1,608
-14
-0.9% -$4.21K 0.13% 107
2021
Q2 		$505K Sell
1,622
-6
-0.4% -$1.8K 0.15% 95
2021
Q1 		$490K Sell
1,628
-61
-4% -$18.9K 0.14% 90
2020
Q4 		$484K Hold
1,689
– – 0.16% 88
2020
Q3 		$374K Sell
1,689
-309
-15% -$67.6K 0.14% 98
2020
Q2 		$413K Sell
1,998
-31
-2% -$5.8K 0.17% 81
2020
Q1 		$321K Buy
2,029
+493
+32% +$97.9K 0.16% 88
2019
Q4 		$329K Buy
1,536
+1
+0.1% +$203 0.13% 107
2019
Q3 		$296K Hold
1,535
– – 0.12% 123
2019
Q2 		$308K Buy
1,535
+1
+0.1% +$198 0.13% 125
2019
Q1 		$302K Sell
1,534
-77
-5% -$14.7K 0.12% 117
2018
Q4 		$271K Buy
1,611
+1
+0.1% +$187 0.11% 121
2018
Q3 		$301K Sell
1,610
-46
-3% -$9.81K 0.12% 119
2018
Q2 		$338K Sell
1,656
-9
-0.5% -$1.8K 0.13% 114
2018
Q1 		$317K Sell
1,665
-94
-5% -$18.1K 0.12% 118
2017
Q4 		$328K Buy
1,759
+37
+2% +$6.75K 0.12% 122
2017
Q3 		$308K Buy
1,722
+5
+0.3% +$849 0.12% 138
2017
Q2 		$290K Sell
1,717
-730
-30% -$120K 0.12% 138
2017
Q1 		$396K Sell
2,447
-65
-3% -$10.3K 0.17% 104
2016
Q4 		$387K Sell
2,512
-179
-7% -$26.7K 0.18% 108
2016
Q3 		$401K Hold
2,691
– – 0.19% 100
2016
Q2 		$370K Sell
2,691
-855
-24% -$115K 0.18% 111
2016
Q1 		$470K Sell
3,546
-547
-13% -$68.3K 0.23% 82
2015
Q4 		$570K Buy
+4,093
New +$580K 0.25% 77

Other funds holding IWO

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 IWO Position: Q4 2021 in Review

Mosaic Family Wealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2021 at 1,608 shares worth $471K. The position accounts for 0.12% of the portfolio, ranked #109.

Mosaic Family Wealth first reported a position in IWO in Q4 2015 and has held it in 25 quarters since. The position peaked at $570K in Q4 2015. 897 funds tracked by Wall St. Rank hold IWO as of Q4 2021.

  • Mosaic Family Wealth held 1,608 shares of iShares Russell 2000 Growth ETF worth $471K as of Q4 2021.
  • Mosaic Family Wealth left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2021.
  • iShares Russell 2000 Growth ETF made up 0.12% of Mosaic Family Wealth's portfolio in Q4 2021, its #109 holding.
  • Mosaic Family Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's iShares Russell 2000 Growth ETF position peaked at $570K in Q4 2015.
  • 897 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2021.

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