iShares S&P 500 Index shares owned by Mosaic Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mosaic Financial Group
from 13F filings
Historical chart of Mosaic Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Mosaic Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 24k | 669.32 |
| 2025-06-30 | $14M | 23k | 620.91 |
| 2025-03-31 | $13M | 23k | 561.87 |
| 2024-12-31 | $14M | 23k | 588.68 |
| 2024-09-30 | $13M | 23k | 576.83 |
| 2024-06-30 | $12M | 23k | 547.24 |
| 2024-03-31 | $12M | 22k | 525.71 |