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iShares S&P 500 Index shares owned by MontVue Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by MontVue Capital Management from 13F filings

Historical chart of MontVue Capital Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by MontVue Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by MontVue Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 304 669.30

More positions owned by MontVue Capital Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Technology (XLK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Inf Tech Etf (VGT)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard World Financials Etf (VFH)
Vanguard World Comm Srvc Etf (VOX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Communication (XLC)

View all positions for MontVue Capital Management

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