iShares S&P SmallCap 600 Index shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $247k | 2.1k | 118.60 |
| 2025-06-30 | $226k | 2.1k | 109.31 |
| 2025-03-31 | $256k | 2.4k | 104.58 |
| 2024-12-31 | $251k | 2.2k | 115.24 |
| 2024-09-30 | $242k | 2.1k | 116.98 |
| 2024-06-30 | $221k | 2.1k | 106.68 |
| 2024-03-31 | $229k | 2.1k | 110.54 |
| 2023-12-31 | $230k | 2.1k | 108.27 |
| 2023-06-30 | $206k | 2.1k | 99.67 |
| 2023-03-31 | $213k | 2.2k | 96.71 |
| 2022-12-31 | $346k | 3.6k | 94.83 |
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