Mosaic Family Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,858	Closed	-$226K	–	147
2019 Q4	$226K	Hold	3,858	–	–	0.09%	137
2019 Q3	$211K	Hold	3,858	–	–	0.09%	156
2019 Q2	$208K	Hold	3,858	–	–	0.09%	161
2019 Q1	$203K	Hold	3,858	–	–	0.08%	155
2018 Q4	$184K	Hold	3,858	–	–	0.08%	155
2018 Q3	$201K	Hold	3,858	–	–	0.08%	153
2018 Q2	$196K	Hold	3,858	–	–	0.07%	167
2018 Q1	$195K	Buy	3,858 +857	+29%	+$45.2K	0.07%	159
2017 Q4	$157K	Buy	+3,001	New	+$153K	0.06%	192

Other funds holding IWX

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWMIA

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

Mosaic Family Wealth's IWX Position: Q1 2020 in Review

Mosaic Family Wealth sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2020, closing a stake of 3,858 shares — an estimated $226K sold.

Mosaic Family Wealth first reported a position in IWX in Q4 2017 and held it in 9 quarters. The position peaked at $226K in Q4 2019. 59 funds tracked by Wall St. Rank hold IWX as of Q1 2020.

Mosaic Family Wealth reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2020 after selling out during the quarter.
Mosaic Family Wealth sold 3,858 iShares Russell Top 200 Value ETF shares in Q1 2020, an estimated $226K.
Mosaic Family Wealth first reported a position in iShares Russell Top 200 Value ETF in Q4 2017 and held it in 9 quarters.
Mosaic Family Wealth's iShares Russell Top 200 Value ETF position peaked at $226K in Q4 2019.
59 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2020.

Based on Mosaic Family Wealth's 13F filing for Q1 2020, filed 5 May 2020.