Mosaic Financial Partners, Inc. IWD Holdings History
Mosaic Financial Partners, Inc.'s iShares Russell 1000 Value ETF Holding Summary
As of 2018-06-30, Mosaic Financial Partners, Inc. held 29,572.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $3.59 Mil. This investment constitutes 3.35% of their stock portfolio, and Mosaic Financial Partners, Inc. now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2014Q1. And since then Mosaic Financial Partners, Inc. has made 1 purchases of IWD, at an average price of $93.70, for a total of 81,667.00 shares. In addition, there have been 8 sales at an average price of $110.03 for 52,095.00 shares. Based on historical transaction data and IWD's current price of $196.30, Mosaic Financial Partners, Inc.'s estimated gain on his IWD holdings is $3.88 Mil, reflecting a 50.77% gain to date.
Mosaic Financial Partners, Inc. IWD ($196.30) Holding Chart
Mosaic Financial Partners, Inc. IWD ($196.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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