iShares Russell 1000 Value Index shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in iShares Russell 1000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Value Index held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Value Index by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 14k | 203.23 |
| 2025-06-30 | $2.6M | 14k | 194.22 |
| 2025-03-31 | $2.7M | 14k | 188.16 |
| 2024-12-31 | $2.6M | 14k | 185.14 |
| 2024-09-30 | $2.8M | 15k | 189.80 |
| 2024-06-30 | $2.5M | 15k | 174.47 |
| 2024-03-31 | $2.7M | 15k | 179.11 |
| 2023-12-31 | $2.5M | 15k | 165.25 |
| 2023-09-30 | $2.1M | 14k | 151.82 |
| 2023-06-30 | $2.2M | 14k | 157.83 |
| 2023-03-31 | $2.2M | 14k | 152.26 |
| 2022-12-31 | $2.3M | 15k | 151.65 |
More positions owned by Mosaic Family Wealth Partners
View all positions for Mosaic Family Wealth Partners
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index