Mosaic Family Wealth Partners »

Ishares Tr usa min vo shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr usa min vo by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 28k 78.03
2023-09-30 $2.2M 30k 72.38
2023-06-30 $2.2M 30k 74.33
2023-03-31 $2.3M 31k 72.74
2022-12-31 $1.7M 24k 72.10