iShares Russell 1000 Value Index shares owned by Mosaic Family Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Mosaic Family Wealth
from 13F filings
Historical chart of Mosaic Family Wealth investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Mosaic Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $2.9M | 17k | 167.90 |
| 2021-09-30 | $2.9M | 18k | 156.51 |
| 2021-06-30 | $2.9M | 18k | 158.64 |
| 2021-03-31 | $2.9M | 19k | 151.54 |
| 2020-12-31 | $2.7M | 20k | 136.72 |
| 2020-09-30 | $2.3M | 20k | 118.12 |
| 2020-06-30 | $2.4M | 21k | 112.60 |
| 2020-03-31 | $2.1M | 21k | 99.19 |
| 2019-12-31 | $2.5M | 18k | 136.50 |
| 2019-09-30 | $2.3M | 18k | 128.25 |
| 2019-06-30 | $2.3M | 18k | 127.24 |
| 2019-03-31 | $2.3M | 18k | 123.48 |
| 2018-12-31 | $2.1M | 19k | 111.06 |
| 2018-09-30 | $2.8M | 23k | 121.65 |
| 2018-06-30 | $2.6M | 21k | 121.36 |
| 2018-03-31 | $2.5M | 21k | 119.93 |
| 2017-12-31 | $2.7M | 21k | 124.33 |
| 2017-09-30 | $2.6M | 22k | 118.51 |
| 2017-06-30 | $2.5M | 21k | 116.42 |
| 2017-03-31 | $3.0M | 26k | 114.95 |
| 2016-12-31 | $3.0M | 27k | 112.01 |
| 2016-09-30 | $3.1M | 29k | 105.62 |
| 2016-06-30 | $3.1M | 30k | 103.25 |
| 2016-03-31 | $3.1M | 31k | 98.79 |
| 2015-12-31 | $5.6M | 57k | 97.86 |
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