Mosaic Financial Partners, Inc. IWB Holdings History
Number of Shares
62,334.00
Current Holdings Value*
$9.47 Mil
% of Portfolio
8.85%
Total Estimate Gain
$15.61 Mil
% of Total Estimate Gain
174.95%
Mosaic Financial Partners, Inc.'s iShares Russell 1000 ETF Holding Summary
As of 2018-06-30, Mosaic Financial Partners, Inc. held 62,334.00 shares of iShares Russell 1000 ETF(IWB), totaling $9.47 Mil. This investment constitutes 8.85% of their stock portfolio, and Mosaic Financial Partners, Inc. now holds 0.05% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2014Q1. In addition, there have been 9 sales at an average price of $116.30 for 24,422.00 shares. Based on historical transaction data and IWB's current price of $348.12, Mosaic Financial Partners, Inc.'s estimated gain on his IWB holdings is $15.61 Mil, reflecting a 174.95% gain to date.
Mosaic Financial Partners, Inc. IWB ($348.12) Holding Chart
Mosaic Financial Partners, Inc. IWB ($348.12) 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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