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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
2024-09-30 $334k 1.7k 197.05
2024-06-30 $398k 2.2k 181.98
2024-03-31 $408k 2.2k 187.07

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View all positions for Mosaic Financial Group

Top funds holding iShares S&P 500 Value Index

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