iShares S&P 500 Value Index shares owned by Mountain Capital Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Mountain Capital Investment Advisors
from 13F filings
Historical chart of Mountain Capital Investment Advisors investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Mountain Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Mountain Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $272k | 1.3k | 207.09 |
| 2025-06-30 | $241k | 1.2k | 197.27 |
| 2025-03-31 | $210k | 1.2k | 182.02 |
| 2024-12-31 | $206k | 1.1k | 194.15 |
| 2024-09-30 | $207k | 1.0k | 200.98 |
| 2017-09-30 | $14k | 130 | 107.69 |
| 2017-06-30 | $14k | 130 | 107.69 |
More positions owned by Mountain Capital Investment Advisors
View all positions for Mountain Capital Investment Advisors