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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $13M 23k 576.83
2024-06-30 $12M 23k 547.24
2024-03-31 $12M 22k 525.71

More positions owned by Mosaic Financial Group

Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Union Pacific Corporation (UNP)
At&t (T)
Apple (AAPL)
Charter Communications Inc N Cl A (CHTR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ryan Specialty Holdings Cl A (RYAN)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Mosaic Financial Group

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index