iShares S&P 1500 Index Fund shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 9.0k | 145.21 |
| 2025-06-30 | $1.2M | 9.0k | 135.04 |
| 2025-03-31 | $1.1M | 9.0k | 122.01 |
| 2024-12-31 | $1.2M | 9.0k | 128.62 |
| 2024-09-30 | $1.1M | 9.0k | 125.62 |
| 2024-06-30 | $1.1M | 9.0k | 118.78 |
| 2024-03-31 | $1.0M | 9.0k | 115.30 |
| 2023-12-31 | $942k | 9.0k | 105.23 |
| 2023-09-30 | $843k | 9.0k | 94.19 |
| 2023-06-30 | $951k | 9.7k | 97.84 |
| 2023-03-31 | $939k | 10k | 90.55 |
| 2022-12-31 | $824k | 9.7k | 84.80 |
More positions owned by Mosaic Family Wealth Partners
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