Mosaic Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
6,963
-596
| -8% | -$129K | 1.15% | 20 |
|
|
2025
Q1 | $1.51M | Sell |
7,559
-1,878
| -20% | -$375K | 1.23% | 19 |
|
|
2024
Q4 | $2.09M | Buy |
9,437
+15
| +0.2% | +$3.31K | 1.5% | 11 |
|
|
2024
Q3 | $2.08M | Buy |
9,422
+83
| +0.9% | +$18.3K | 1.48% | 10 |
|
|
2024
Q2 | $1.9M | Buy |
9,339
+1,707
| +22% | +$346K | 1.36% | 15 |
|
|
2024
Q1 | $1.61M | Buy |
+7,632
| New | +$1.61M | 1.29% | 18 |
|