iShares S&P 500 Value Index shares owned by Mosaic Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Mosaic Financial Group
from 13F filings
Historical chart of Mosaic Financial Group investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value 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 500 Value Index by Mosaic Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $355k | 1.7k | 206.64 |
| 2025-06-30 | $335k | 1.7k | 195.56 |
| 2025-03-31 | $325k | 1.7k | 190.39 |
| 2024-12-31 | $325k | 1.7k | 190.95 |
| 2024-09-30 | $334k | 1.7k | 197.05 |
| 2024-06-30 | $398k | 2.2k | 181.98 |
| 2024-03-31 | $408k | 2.2k | 187.07 |