iShares S&P 500 Index shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.7k | 666.58 |
| 2025-06-30 | $1.2M | 2.0k | 620.96 |
| 2025-03-31 | $1.5M | 2.7k | 561.90 |
| 2024-12-31 | $1.3M | 2.2k | 588.72 |
| 2024-09-30 | $1.5M | 2.6k | 576.90 |
| 2024-06-30 | $1.4M | 2.5k | 547.28 |
| 2024-03-31 | $1.4M | 2.6k | 525.73 |
| 2023-12-31 | $1.2M | 2.6k | 477.63 |
| 2023-09-30 | $818k | 1.9k | 429.43 |
| 2023-06-30 | $842k | 1.9k | 445.71 |
| 2023-03-31 | $777k | 1.9k | 411.08 |
| 2022-12-31 | $764k | 2.0k | 384.21 |
More positions owned by Mosaic Family Wealth Partners
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