iShares Russell 2000 Value Index shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in iShares Russell 2000 Value Index
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All positions including iShares Russell 2000 Value Index held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Value Index by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $428k | 2.8k | 152.28 |
| 2024-03-31 | $453k | 2.9k | 158.82 |
| 2023-12-31 | $598k | 3.8k | 155.33 |
| 2023-09-30 | $521k | 3.8k | 135.55 |
| 2023-06-30 | $541k | 3.8k | 140.80 |
| 2023-03-31 | $540k | 3.9k | 137.03 |
| 2022-12-31 | $546k | 3.9k | 138.68 |
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