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iShares S&P SmallCap 600 Index shares owned by Mosaic Financial Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Mosaic Financial Group from 13F filings

Historical chart of Mosaic Financial Group 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 Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Mosaic Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $480k 4.0k 118.81
2025-06-30 $441k 4.0k 109.29
2025-03-31 $421k 4.0k 104.47
2024-12-31 $464k 4.0k 115.28
2024-09-30 $469k 4.0k 116.93
2024-06-30 $427k 4.0k 106.62
2024-03-31 $442k 4.0k 110.50

More positions owned by Mosaic Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Union Pacific Corporation (UNP)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
At&t (T)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Multisector Bd (PYLD)
Novartis Sponsored Adr (NVS)

View all positions for Mosaic Financial Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index