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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

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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
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

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tesla Motors (TSLA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Visa Com Cl A (V)
Microsoft Corporation (MSFT)

View all positions for Mountain Capital Investment Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index