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 csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Index by Mosaic Family Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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