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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

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Quarterly 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