iShares S&P 500 Index shares owned by Mosaic Family Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mosaic Family Wealth
from 13F filings
Historical chart of Mosaic Family Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Mosaic Family Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Mosaic Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $925k | 1.9k | 476.80 |
| 2021-09-30 | $565k | 1.3k | 430.64 |
| 2021-06-30 | $611k | 1.4k | 429.68 |
| 2021-03-31 | $708k | 1.8k | 397.75 |
| 2020-12-31 | $668k | 1.8k | 375.28 |
| 2020-09-30 | $598k | 1.8k | 335.96 |
| 2020-06-30 | $551k | 1.8k | 309.55 |
| 2020-03-31 | $742k | 2.9k | 258.36 |
| 2019-12-31 | $1.1M | 3.4k | 323.37 |
| 2019-09-30 | $1.0M | 3.4k | 298.52 |
| 2019-06-30 | $996k | 3.4k | 294.67 |
| 2019-03-31 | $962k | 3.4k | 284.62 |
| 2018-12-31 | $851k | 3.4k | 251.78 |
| 2018-09-30 | $1.1M | 3.9k | 274.21 |
| 2018-06-30 | $1.1M | 3.9k | 272.94 |
| 2018-03-31 | $1.2M | 4.7k | 265.46 |
| 2017-12-31 | $945k | 3.5k | 268.85 |
| 2017-09-30 | $203k | 802 | 253.12 |
| 2017-06-30 | $414k | 1.7k | 243.39 |
| 2017-03-31 | $503k | 2.1k | 236.04 |
| 2016-12-31 | $1.1M | 4.7k | 225.33 |
| 2016-09-30 | $1.0M | 4.7k | 217.63 |
| 2016-06-30 | $376k | 1.8k | 208.19 |
| 2016-03-31 | $777k | 3.8k | 206.65 |
| 2015-12-31 | $302k | 1.5k | 204.47 |