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

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

Historical chart of Mosaic Financial 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 Financial Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2018-06-30 $2.7M 33k 83.45
2018-03-31 $2.5M 33k 77.01
2017-12-31 $2.5M 33k 76.80
2017-09-30 $2.5M 34k 74.23
2017-06-30 $2.3M 34k 70.11
2017-03-31 $2.3M 34k 69.16
2016-12-31 $2.4M 17k 137.50
2016-09-30 $2.2M 17k 124.13
2016-06-30 $2.0M 18k 116.21
2016-03-31 $2.3M 20k 112.57
2015-12-31 $2.0M 18k 110.09
2015-09-30 $2.1M 20k 106.58
2015-06-30 $2.4M 20k 117.90
2015-03-31 $2.4M 21k 118.04
2014-12-31 $2.4M 21k 114.03
2014-09-30 $2.3M 22k 104.29
2014-06-30 $2.4M 22k 112.08
2014-03-31 $2.4M 22k 110.13
2013-12-31 $2.6M 24k 109.13
2013-09-30 $2.2M 22k 99.77
2013-06-30 $2.0M 22k 90.31
2013-03-31 $2.0M 22k 87.05
2012-12-31 $1.9M 25k 78.12
2012-09-30 $2.3M 29k 77.07
2012-06-30 $2.2M 30k 73.25
2012-03-31 $2.1M 28k 74.68
2011-12-31 $2.0M 29k 68.28
2011-09-30 $26M 38k 672.69
2011-06-30 $10M 136k 73.32
2011-03-31 $10M 135k 75.49
2010-12-31 $9.2M 134k 68.47

More positions owned by Mosaic Financial Partners

iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB)
Weyerhaeuser Company (WY)
Vanguard Malvern Fds strm infproidx (VTIP)
iShares Russell 1000 Index (IWB)
IndexIQ IQ ARB Merger Arbitrage ETF (MNA)
Ishares Inc core msci emkt (IEMG)
Invesco Ftse Rafi Dev etf - e (PXF)
iShares S&P 500 Index (IVV)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Vanguard Europe Pacific ETF (VEA)
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ)
Wisdomtree Tr em lcl debt (ELD)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Rayonier (RYN)

View all positions for Mosaic Financial 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
Financial Engines Advisors L.L.C
Pnc Financial Services
Royal Bank of Canada
BlackRock
Us Bancorp

View all funds holding iShares S&P SmallCap 600 Index