MFW
IWX icon

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 $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $638M AUM 17.53% 1-Year Est. Return