Mosaic Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Mosaic Financial Group’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$573K	Sell	5,372 -3,788	-41%	-$430K	0.41%	53
2025 Q4	$1.08M	Buy	9,160 +8	+0.1%	+$948	0.74%	37
2025 Q3	$1.07M	Buy	9,152 +4	+0%	+$445	0.76%	35
2025 Q2	$971K	Buy	9,148 +4	+0%	+$382	0.74%	35
2025 Q1	$825K	Buy	9,144 +8	+0.1%	+$789	0.67%	38
2024 Q4	$917K	Buy	9,136 +4	+0%	+$393	0.66%	39
2024 Q3	$857K	Buy	9,132 +8	+0.1%	+$725	0.61%	43
2024 Q2	$831K	Buy	9,124 +12	+0.1%	+$1.02K	0.6%	44
2024 Q1	$768K	Buy	+9,112	New	+$734K	0.62%	41

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mosaic Financial Group's IWF Position: Q1 2026 in Review

Mosaic Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 41% in Q1 2026, selling an estimated $430K and leaving 5,372 shares worth $573K. The position accounts for 0.41% of the portfolio, ranked #53.

Mosaic Financial Group first reported a position in IWF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Mosaic Financial Group held 5,372 shares of iShares Russell 1000 Growth ETF worth $573K as of Q1 2026.
Mosaic Financial Group sold 3,788 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $430K.
iShares Russell 1000 Growth ETF made up 0.41% of Mosaic Financial Group's portfolio in Q1 2026, its #53 holding.
Mosaic Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's iShares Russell 1000 Growth ETF position peaked at $1.08M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.