Mosaic Family Wealth Partners »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Mosaic Family Wealth Partners 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 SmallCap 600 Index by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
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

More positions owned by Mosaic Family Wealth Partners

Vanguard Growth Etf Growth Etf (VUG)
Dimensional Us Large Cap Value Etf Us Large Cap Val (DFLV)
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)
Vanguard Value Etf Value Etf (VTV)
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)
Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)
Dimensional Us Small Cap Value Etf Us Small Cap Val (DFSV)
Dimensional U.s. Targeted Value Etf Us Targeted Vlu (DFAT)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Dimensional Global Real Estate Etf Global Real Est (DFGR)
Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)
Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)

View all positions for Mosaic Family Wealth Partners

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index