Mountain Capital Investment Advisors »

iShares S&P Growth Allocation Fund shares owned by Mountain Capital Investment Advisors

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Mountain Capital Investment Advisors from 13F filings

Historical chart of Mountain Capital Investment Advisors investment in iShares S&P Growth Allocation Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Growth Allocation Fund held by Mountain Capital Investment Advisors 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 S&P Growth Allocation Fund by Mountain Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $597k 11k 52.78
2023-09-30 $557k 11k 49.74
2023-06-30 $582k 11k 51.85
2023-03-31 $579k 11k 50.58
2022-12-31 $618k 13k 48.65
2022-09-30 $584k 13k 44.74
2022-06-30 $609k 13k 48.07
2022-03-31 $646k 12k 52.58
2021-12-31 $652k 12k 56.63