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iShares S&P 500 Growth Index shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Montecito Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 26k 84.44
2023-12-31 $2.0M 26k 75.10
2023-09-30 $1.8M 26k 68.42
2023-06-30 $1.8M 26k 70.48
2023-03-31 $1.7M 26k 63.89
2022-12-31 $1.6M 27k 58.48
2022-09-30 $958k 17k 57.87
2022-06-30 $999k 17k 60.35
2022-03-31 $1.3M 17k 76.36
2021-12-31 $1.4M 17k 83.65
2021-09-30 $1.3M 17k 73.93
2021-06-30 $1.3M 17k 72.71
2021-03-31 $1.1M 17k 65.11
2020-12-31 $1.2M 18k 63.81
2020-09-30 $1.0M 4.3k 231.14
2020-06-30 $902k 4.3k 207.45
2020-03-31 $718k 4.3k 165.13
2019-12-31 $842k 4.3k 193.65
2019-09-30 $783k 4.3k 180.08
2019-06-30 $779k 4.3k 179.16
2019-03-31 $1.0M 5.9k 172.30
2018-12-31 $868k 5.8k 150.75
2018-09-30 $770k 4.3k 177.09
2018-06-30 $707k 4.3k 162.60
2018-03-31 $674k 4.3k 155.01
2017-12-31 $702k 4.6k 152.68
2017-09-30 $659k 4.6k 143.32
2017-06-30 $629k 4.6k 136.80
2017-03-31 $605k 4.6k 131.58
2016-12-31 $560k 4.6k 121.79
2016-09-30 $559k 4.6k 121.57
2016-06-30 $536k 4.6k 116.57
2016-03-31 $533k 4.6k 115.92
2015-12-31 $532k 4.6k 115.70
2015-09-30 $445k 4.1k 107.75
2015-06-30 $414k 3.6k 114.05
2015-03-31 $414k 3.6k 114.05
2014-12-31 $405k 3.6k 111.57
2014-09-30 $388k 3.6k 106.89
2014-06-30 $382k 3.6k 105.23
2014-03-31 $223k 2.2k 100.00
2013-12-31 $220k 2.2k 98.65
2013-09-30 $333k 3.7k 89.28
2013-06-30 $313k 3.7k 83.91