iShares S&P 500 Index shares owned by Mountain Capital Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mountain Capital Investment Advisors
from 13F filings
Historical chart of Mountain Capital Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Mountain Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $447k | 937 | 476.61 |
| 2023-09-30 | $461k | 1.0k | 442.84 |
| 2023-06-30 | $510k | 1.1k | 456.56 |
| 2023-03-31 | $301k | 725 | 415.00 |
| 2022-12-31 | $301k | 767 | 392.38 |
| 2022-09-30 | $355k | 960 | 369.79 |
| 2022-06-30 | $330k | 844 | 391.00 |
| 2022-03-31 | $346k | 782 | 442.46 |
| 2021-12-31 | $665k | 1.4k | 471.97 |
| 2021-09-30 | $9.3M | 21k | 439.60 |
| 2020-12-31 | $335k | 893 | 375.14 |
| 2020-09-30 | $8.5M | 24k | 353.70 |
| 2020-06-30 | $33M | 104k | 314.98 |
| 2020-03-31 | $30M | 107k | 279.12 |
| 2019-12-31 | $40M | 121k | 325.85 |
| 2019-09-30 | $1.4M | 4.6k | 298.46 |
| 2019-06-30 | $2.8M | 9.4k | 294.27 |
| 2019-03-31 | $1.9M | 6.5k | 284.60 |
| 2018-12-31 | $1.5M | 6.1k | 251.60 |
| 2018-09-30 | $1.5M | 5.1k | 292.64 |
| 2018-06-30 | $1.1M | 4.2k | 273.03 |
| 2018-03-31 | $899k | 3.4k | 265.43 |
| 2017-12-31 | $552k | 2.1k | 268.61 |
| 2017-09-30 | $475k | 1.9k | 252.79 |
| 2017-06-30 | $62k | 256 | 242.19 |
More positions owned by Mountain Capital Investment Advisors
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