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Mosaic Family Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Mosaic Family Wealth’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$615K Sell
5,334
-199
-4% -$23.2K 0.16% 96
2021
Q3 		$620K Sell
5,533
-155
-3% -$17.8K 0.17% 87
2021
Q2 		$644K Sell
5,688
-85
-1% -$9.08K 0.19% 79
2021
Q1 		$589K Sell
5,773
-245
-4% -$25.6K 0.17% 81
2020
Q4 		$618K Sell
6,018
-8
-0.1% -$761 0.21% 71
2020
Q3 		$521K Sell
6,026
-212
-3% -$17.9K 0.2% 72
2020
Q2 		$493K Sell
6,238
-224
-3% -$16.2K 0.2% 70
2020
Q1 		$393K Sell
6,462
-450
-7% -$32.8K 0.2% 76
2019
Q4 		$527K Buy
6,912
+18
+0.3% +$1.32K 0.21% 75
2019
Q3 		$487K Sell
6,894
-42
-0.6% -$3.02K 0.2% 82
2019
Q2 		$494K Sell
6,936
-52
-0.7% -$3.62K 0.21% 82
2019
Q1 		$474K Sell
6,988
-770
-10% -$49.4K 0.19% 77
2018
Q4 		$441K Buy
7,758
+2
+0% +$122 0.18% 75
2018
Q3 		$474K Sell
7,756
-668
-8% -$44.4K 0.19% 79
2018
Q2 		$534K Hold
8,424
– – 0.2% 71
2018
Q1 		$518K Sell
8,424
-326
-4% -$20.4K 0.19% 72
2017
Q4 		$528K Buy
8,750
+1,264
+17% +$74.3K 0.19% 75
2017
Q3 		$424K Sell
7,486
-324
-4% -$17.8K 0.16% 115
2017
Q2 		$422K Sell
7,810
-2,904
-27% -$155K 0.18% 101
2017
Q1 		$556K Sell
10,714
-508
-5% -$25.9K 0.24% 73
2016
Q4 		$546K Sell
11,222
-1,500
-12% -$72.3K 0.25% 78
2016
Q3 		$619K Sell
12,722
-1,530
-11% -$74.2K 0.29% 71
2016
Q2 		$667K Sell
14,252
-1,306
-8% -$60.4K 0.32% 59
2016
Q1 		$716K Sell
15,558
-16,526
-52% -$714K 0.34% 56
2015
Q4 		$1.47M Buy
+32,084
New +$1.49M 0.66% 25

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Mosaic Family Wealth reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.6% in Q4 2021, selling an estimated $23.2K and leaving 5,334 shares worth $615K. The position accounts for 0.16% of the portfolio, ranked #96.

Mosaic Family Wealth first reported a position in IWP in Q4 2015 and has held it in 25 quarters since. The position peaked at $1.47M in Q4 2015. 945 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

  • Mosaic Family Wealth held 5,334 shares of iShares Russell Mid-Cap Growth ETF worth $615K as of Q4 2021.
  • Mosaic Family Wealth sold 199 iShares Russell Mid-Cap Growth ETF shares in Q4 2021, an estimated $23.2K.
  • iShares Russell Mid-Cap Growth ETF made up 0.16% of Mosaic Family Wealth's portfolio in Q4 2021, its #96 holding.
  • Mosaic Family Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $1.47M in Q4 2015.
  • 945 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

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