iShares S&P 500 Index shares owned by Mosaic Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mosaic Financial Partners
from 13F filings
Historical chart of Mosaic Financial Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Mosaic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-06-30 | $5.9M | 22k | 273.07 |
| 2018-03-31 | $5.8M | 22k | 265.37 |
| 2017-12-31 | $1.5M | 57k | 26.08 |
| 2017-09-30 | $5.5M | 22k | 252.93 |
| 2017-06-30 | $5.3M | 22k | 243.41 |
| 2017-03-31 | $4.8M | 20k | 237.26 |
| 2016-12-31 | $4.6M | 20k | 224.97 |
| 2016-09-30 | $4.4M | 20k | 217.57 |
| 2016-06-30 | $4.3M | 21k | 210.49 |
| 2016-03-31 | $4.3M | 21k | 206.67 |
| 2015-12-31 | $4.4M | 21k | 204.86 |
| 2015-09-30 | $4.2M | 22k | 192.73 |
| 2015-06-30 | $4.5M | 22k | 207.21 |
| 2015-03-31 | $4.6M | 22k | 207.83 |
| 2014-12-31 | $4.6M | 22k | 206.85 |
| 2014-09-30 | $4.5M | 23k | 198.26 |
| 2014-06-30 | $4.6M | 23k | 197.01 |
| 2014-03-31 | $4.4M | 24k | 188.15 |
| 2013-12-31 | $4.5M | 24k | 185.64 |
| 2013-09-30 | $4.2M | 25k | 168.86 |
| 2013-06-30 | $4.0M | 25k | 160.84 |
| 2013-03-31 | $3.9M | 25k | 157.35 |
| 2012-12-31 | $3.7M | 26k | 143.14 |
| 2012-09-30 | $4.5M | 31k | 144.39 |
| 2012-06-30 | $4.5M | 33k | 136.76 |
| 2012-03-31 | $4.7M | 33k | 139.73 |
| 2011-12-31 | $4.5M | 36k | 125.97 |
| 2011-09-30 | $46M | 37k | 1258.01 |
| 2011-06-30 | $11M | 81k | 132.42 |
| 2011-03-31 | $9.9M | 72k | 136.94 |
| 2010-12-31 | $9.6M | 76k | 126.25 |