iShares S&P MidCap 400 Index shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $237k | 3.6k | 65.20 |
| 2025-06-30 | $225k | 3.6k | 62.02 |
| 2025-03-31 | $270k | 4.6k | 58.35 |
| 2024-12-31 | $235k | 3.8k | 62.31 |
| 2024-03-31 | $209k | 3.4k | 60.74 |
| 2023-12-31 | $209k | 753 | 277.15 |
| 2023-09-30 | $235k | 941 | 249.35 |
| 2023-06-30 | $246k | 941 | 261.48 |
| 2023-03-31 | $239k | 956 | 250.16 |
| 2022-12-31 | $351k | 1.5k | 242.27 |
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