Mosaic Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.61M	Sell	6,487 -467	-7%	-$120K	1.14%	20
2025 Q4	$1.71M	Sell	6,954 -16	-0.2%	-$3.93K	1.17%	18
2025 Q3	$1.69M	Buy	6,970 +7	+0.1%	+$1.61K	1.2%	17
2025 Q2	$1.5M	Sell	6,963 -596	-8%	-$120K	1.15%	20
2025 Q1	$1.51M	Sell	7,559 -1,878	-20%	-$407K	1.23%	19
2024 Q4	$2.08M	Buy	9,437 +15	+0.2%	+$3.42K	1.5%	11
2024 Q3	$2.08M	Buy	9,422 +83	+0.9%	+$17.8K	1.48%	10
2024 Q2	$1.9M	Buy	9,339 +1,707	+22%	+$345K	1.36%	15
2024 Q1	$1.6M	Buy	+7,632	New	+$1.52M	1.29%	18

Other funds holding IWM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Mosaic Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 6.7% in Q1 2026, selling an estimated $120K and leaving 6,487 shares worth $1.61M. The position accounts for 1.14% of the portfolio, ranked #20.

Mosaic Financial Group first reported a position in IWM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.08M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Mosaic Financial Group held 6,487 shares of iShares Russell 2000 ETF worth $1.61M as of Q1 2026.
Mosaic Financial Group sold 467 iShares Russell 2000 ETF shares in Q1 2026, an estimated $120K.
iShares Russell 2000 ETF made up 1.14% of Mosaic Financial Group's portfolio in Q1 2026, its #20 holding.
Mosaic Financial Group first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's iShares Russell 2000 ETF position peaked at $2.08M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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