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iShares Russell 1000 Value Index shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 1000 Value Index by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 15k 165.25
2023-09-30 $2.1M 14k 151.82
2023-06-30 $2.2M 14k 157.83
2023-03-31 $2.2M 14k 152.26
2022-12-31 $2.3M 15k 151.65

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Dbx Etf Tr Xtrack Msci Eafe (DBEF)
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Vanguard Index Fds Value Etf (VTV)
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Apple (AAPL)
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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 Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Northern Trust
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell 1000 Value Index