iShares Russell 1000 Value Index shares owned by Mosaic Financial Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Mosaic Financial Partners
from 13F filings
Historical chart of Mosaic Financial Partners investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Mosaic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-06-30 | $3.6M | 30k | 121.36 |
| 2018-03-31 | $3.6M | 30k | 119.94 |
| 2017-12-31 | $312k | 3.3k | 95.50 |
| 2017-09-30 | $3.9M | 33k | 118.51 |
| 2017-06-30 | $4.0M | 34k | 116.44 |
| 2017-03-31 | $4.0M | 35k | 114.94 |
| 2016-12-31 | $4.1M | 36k | 112.03 |
| 2016-09-30 | $4.2M | 39k | 105.62 |
| 2016-06-30 | $4.3M | 42k | 103.23 |
| 2016-03-31 | $5.1M | 52k | 98.81 |
| 2015-12-31 | $5.2M | 54k | 97.85 |
| 2015-09-30 | $5.3M | 57k | 93.28 |
| 2015-06-30 | $5.8M | 56k | 103.14 |
| 2015-03-31 | $6.0M | 58k | 103.08 |
| 2014-12-31 | $6.3M | 60k | 104.39 |
| 2014-09-30 | $6.6M | 66k | 100.09 |
| 2014-06-30 | $6.9M | 69k | 101.27 |
| 2014-03-31 | $7.8M | 81k | 96.49 |
| 2013-12-31 | $8.0M | 85k | 94.16 |
| 2013-09-30 | $7.5M | 87k | 86.20 |
| 2013-06-30 | $8.6M | 103k | 83.78 |
| 2013-03-31 | $9.1M | 112k | 81.17 |
| 2012-12-31 | $8.2M | 115k | 71.94 |
| 2012-09-30 | $8.7M | 121k | 72.18 |
| 2012-06-30 | $8.5M | 125k | 68.22 |
| 2012-03-31 | $8.9M | 129k | 69.12 |
| 2011-12-31 | $8.8M | 139k | 63.48 |
| 2011-09-30 | $93M | 148k | 630.70 |
| 2011-06-30 | $13M | 194k | 68.28 |
| 2011-03-31 | $14M | 194k | 70.45 |
| 2010-12-31 | $12M | 179k | 64.87 |
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