Mosaic Family Wealth »

iShares S&P MidCap 400 Growth shares owned by Mosaic Family Wealth

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Mosaic Family Wealth from 13F filings

Historical chart of Mosaic Family Wealth investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Mosaic Family Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Growth by Mosaic Family Wealth

Quarter filed Position value Share count Share price at filing
2021-12-31 $527k 6.2k 85.33
2021-09-30 $489k 6.2k 79.18
2021-06-30 $500k 6.2k 80.96
2021-03-31 $484k 6.2k 78.37
2020-12-31 $446k 6.2k 72.22
2020-09-30 $369k 1.5k 238.99
2020-06-30 $346k 1.5k 224.09
2020-03-31 $276k 1.5k 178.76
2019-12-31 $368k 1.5k 238.34
2019-09-30 $346k 1.5k 224.09
2019-06-30 $349k 1.5k 226.04
2019-03-31 $338k 1.5k 218.91
2018-12-31 $295k 1.5k 191.06
2018-09-30 $326k 1.5k 211.14
2018-06-30 $346k 1.5k 224.53
2018-03-31 $336k 1.5k 218.04
2017-12-31 $333k 1.5k 216.09
2017-09-30 $12k 61 196.72
2017-06-30 $12k 61 196.72
2017-03-31 $33k 176 187.50
2016-12-31 $32k 176 181.82
2016-09-30 $31k 176 176.14
2016-06-30 $30k 176 170.45
2016-03-31 $28k 176 159.09
2015-12-31 $28k 176 159.09

More positions owned by Mosaic Family Wealth

Vanguard Growth Index Fund Etf (VUG)
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF)
Vanguard Value Index Fund Etf (VTV)
Vanguard Small-cap Growth Index Fund Etf (VBK)
Apple Stock (AAPL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Mid-cap Growth Index Fund Etf (VOT)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Nike Inc Cl B Stock (NKE)
Vanguard Mid-cap Value Index Fund Etf (VOE)
Vanguard Small-cap Value Index Fund Etf (VBR)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Large-cap Index Fund Etf (VV)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Mosaic Family Wealth

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Morgan Stanley
FMR
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
Envestnet Asset Management
Financial Engines Advisors L.L.C
Ameriprise Financial
LPL Financial
Raymond James & Associates
D.A. Davidson & Co.

View all funds holding iShares S&P MidCap 400 Growth