iShares S&P SmallCap 600 Index shares owned by Mosaic Family Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Mosaic Family Wealth
from 13F filings
Historical chart of Mosaic Family Wealth 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
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $391k | 3.4k | 114.49 |
| 2021-09-30 | $353k | 3.2k | 109.12 |
| 2021-06-30 | $349k | 3.1k | 112.91 |
| 2021-03-31 | $332k | 3.1k | 108.46 |
| 2020-12-31 | $289k | 3.1k | 91.86 |
| 2020-09-30 | $213k | 3.0k | 70.27 |
| 2020-06-30 | $420k | 6.2k | 68.28 |
| 2020-03-31 | $420k | 7.5k | 56.18 |
| 2019-12-31 | $797k | 9.5k | 83.85 |
| 2019-09-30 | $739k | 9.5k | 77.83 |
| 2019-06-30 | $857k | 11k | 78.31 |
| 2019-03-31 | $1.0M | 14k | 77.18 |
| 2018-12-31 | $1.0M | 15k | 69.34 |
| 2018-09-30 | $1.3M | 17k | 78.34 |
| 2018-06-30 | $2.1M | 25k | 83.46 |
| 2018-03-31 | $2.3M | 30k | 77.00 |
| 2017-12-31 | $2.0M | 26k | 76.80 |
| 2017-09-30 | $90k | 1.2k | 73.95 |
| 2017-06-30 | $85k | 1.2k | 70.02 |
| 2017-03-31 | $84k | 1.2k | 69.19 |
| 2016-12-31 | $3.0k | 23 | 130.43 |
| 2016-09-30 | $3.0k | 23 | 130.43 |
| 2016-06-30 | $3.0k | 23 | 130.43 |
| 2016-03-31 | $2.0k | 23 | 86.96 |
| 2015-12-31 | $2.0k | 23 | 86.96 |
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