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iShares Russell 2000 Index shares owned by Mosaic Financial Group

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Mosaic Financial Group from 13F filings

Historical chart of Mosaic Financial Group investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 Russell 2000 Index by Mosaic Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 9.4k 220.87
2024-06-30 $1.9M 9.3k 202.91
2024-03-31 $1.6M 7.6k 210.30

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 Russell 2000 Index

Jane Street
Bank of America Corporation
Susquehanna International
Barclays
Citadel Advisors
Wells Fargo & Company
Citigroup
Goldman Sachs Group
Royal Bank of Canada
Nomura Holdings
Morgan Stanley
Parallax Volatility Advisers
Balyasny Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Belvedere Trading

View all funds holding iShares Russell 2000 Index