Mosaic Family Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,008	Closed	-$83K	–	389
2019 Q1	$83K	Hold	1,008	–	–	0.03%	262
2018 Q4	$72K	Hold	1,008	–	–	0.03%	271
2018 Q3	$78K	Hold	1,008	–	–	0.03%	264
2018 Q2	$79K	Sell	1,008 -1,196	-54%	-$91.7K	0.03%	248
2018 Q1	$163K	Buy	2,204 +552	+33%	+$42.1K	0.06%	180
2017 Q4	$121K	Buy	+1,652	New	+$118K	0.04%	214

Other funds holding IWY

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Mosaic Family Wealth's IWY Position: Q2 2019 in Review

Mosaic Family Wealth sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2019, closing a stake of 1,008 shares — an estimated $83K sold.

Mosaic Family Wealth first reported a position in IWY in Q4 2017 and held it in 6 quarters. The position peaked at $163K in Q1 2018. 118 funds tracked by Wall St. Rank hold IWY as of Q2 2019.

Mosaic Family Wealth reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 1,008 iShares Russell Top 200 Growth ETF shares in Q2 2019, an estimated $83K.
Mosaic Family Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q4 2017 and held it in 6 quarters.
Mosaic Family Wealth's iShares Russell Top 200 Growth ETF position peaked at $163K in Q1 2018.
118 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.