Mosaic Family Wealth, LLC / IWF
Mosaic Family Wealth, LLC’s Ishares Tr Position
Does Mosaic Family Wealth, LLC own Ishares Tr (IWF)? Yes — 13.1K shares worth $4M (+1.04% of its 13F portfolio) as of Q4 2021, down from 13.7K shares the prior filed quarter.
Position Value
$4M
Q4 2021
Shares
13.1K
% of Portfolio
+1.04%
Quarters Held
13
currently held
Position History IWF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2021 | 13.1K | $4M | +1.04% |
| Q3 2021 | 13.7K | $4M | +1.04% |
| Q2 2021 | 14.0K | $4M | +1.10% |
| Q1 2021 | 14.5K | $4M | +1.02% |
| Q4 2020 | 14.8K | $4M | +1.20% |
| Q3 2020 | 15.1K | $3M | +1.22% |
| Q2 2020 | 15.1K | $3M | +1.19% |
| Q1 2020 | 15.0K | $2M | +1.15% |
| Q4 2019 | 15.5K | $3M | +1.10% |
| Q3 2019 | 15.9K | $3M | +1.05% |
| Q2 2019 | 16.0K | $3M | +1.05% |
| Q1 2019 | 16.2K | $2M | +0.99% |
| Q4 2018 | 17.1K | $2M | +0.92% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mosaic Family Wealth, LLC’s full portfolio or all institutional holders of IWF.