Mosaic Family Wealth Partners, LLC Ishares Russell2000 Val ETF Transaction History

Mosaic Family Wealth Partners, LLC

  • $855 Billion
  • Q3 2025

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 1,902 shares of IWN stock, worth $332,222. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,902
Previous 1,903 0.05%
Holding current value
$332,222
Previous $300 Million 11.86%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$157.1 - $178.94 $157 - $178
-1 Reduced 0.05%
1,902 $336 Million
Q2 2025

Aug 11, 2025
SELL
$131.84 - $157.76 $131 - $157
-1 Reduced 0.05%
1,903 $300 Million
Q1 2025

May 02, 2025
SELL
$149.27 - $169.4 $125,536 - $142,465
-841 Reduced 30.64%
1,904 $287 Million
Q4 2024

Feb 14, 2025
SELL
$162.69 - $181.35 $15,943 - $17,772
-98 Reduced 3.45%
2,745 $451 Million
Q3 2024

Nov 13, 2024
BUY
$150.05 - $171.34 $5,101 - $5,825
34 Added 1.21%
2,843 $474 Million
Q2 2024

Aug 06, 2024
SELL
$146.03 - $158.93 $6,571 - $7,151
-45 Reduced 1.58%
2,809 $428 Million
Q1 2024

Jun 13, 2024
SELL
$145.61 - $158.81 $144,736 - $157,857
-994 Reduced 25.83%
2,854 $453 Million
Q4 2023

Jan 29, 2024
BUY
$125.51 - $158.2 $753 - $949
6 Added 0.16%
3,848 $598 Million
Q2 2023

Aug 08, 2023
SELL
$128.93 - $142.33 $12,764 - $14,090
-99 Reduced 2.51%
3,842 $541 Million
Q1 2023

Apr 10, 2023
BUY
$130.78 - $156.96 $392 - $470
3 Added 0.08%
3,941 $540 Million
Q4 2022

Feb 14, 2023
BUY
$131.32 - $149.64 $517,138 - $589,282
3,938 New
3,938 $546 Million

Others Institutions Holding IWN

# of Institutions
1,125
Shares Held
54.4M
Call Options Held
152K
Put Options Held
25.3K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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