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iShares S&P MidCap 400 Growth shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth 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 S&P MidCap 400 Growth by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $402k 5.1k 79.22
2023-09-30 $365k 5.1k 72.24
2023-06-30 $379k 5.1k 75.00
2023-03-31 $361k 5.1k 71.51
2022-12-31 $345k 5.1k 68.30

More positions owned by Mosaic Family Wealth Partners

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Mosaic Family Wealth Partners

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Morgan Stanley
FMR
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
Envestnet Asset Management
Financial Engines Advisors L.L.C
Ameriprise Financial
LPL Financial
Raymond James & Associates
D.A. Davidson & Co.

View all funds holding iShares S&P MidCap 400 Growth