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 csv Download as ExcelQuarterly reported holdings in iShares S&P Growth Allocation Fund by Mountain Capital Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $695k | 12k | 58.51 |
2024-06-30 | $654k | 11k | 57.31 |
2024-03-31 | $568k | 10k | 55.20 |
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 |
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