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
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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 |
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