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iShares S&P 1500 Index Fund shares owned by Mosaic Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Mosaic Advisors from 13F filings

Historical chart of Mosaic Advisors investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Mosaic Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Mosaic Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.4M 51k 145.65
2025-06-30 $645k 4.8k 135.05

More positions owned by Mosaic Advisors

iShares Core S&P Total US Stock Mark Funds (ITOT)
Apple Common Stock (AAPL)
Conocophillips Common Stock (COP)
Vanguard Dividend Appreciation ETF Funds (VIG)
Vanguard FTSE All-World Ex-US ETF Funds (VEU)
Sherwin Williams Common Stock (SHW)
MFC iShares Trust Russell 3000 ETF Funds (IWV)
Williams Companies Common Stock (WMB)
Vanguard Total International STK ETF Funds (VXUS)
SPDR Port S&P 1500 Comps Stk Mkt ETF Funds (SPTM)
Wal-Mart Common Stock (WMT)
Vertiv Holdings Common Stock (VRT)
Vanguard Information Technology ETF Funds (VGT)
Oracle Corp Common Stock (ORCL)
Spdr S&p 500 Etf Funds (SPY)

View all positions for Mosaic Advisors

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund