iShares S&P 500 Growth Index shares owned by Montecito Bank & Trust
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Montecito Bank & Trust
from 13F filings
Historical chart of Montecito Bank & Trust investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Montecito Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 26k | 95.75 |
| 2024-06-30 | $2.4M | 26k | 92.54 |
| 2024-03-31 | $2.2M | 26k | 84.44 |
| 2023-12-31 | $2.0M | 26k | 75.10 |
| 2023-09-30 | $1.8M | 26k | 68.42 |
| 2023-06-30 | $1.8M | 26k | 70.48 |
| 2023-03-31 | $1.7M | 26k | 63.89 |
| 2022-12-31 | $1.6M | 27k | 58.48 |
| 2022-09-30 | $958k | 17k | 57.87 |
| 2022-06-30 | $999k | 17k | 60.35 |
| 2022-03-31 | $1.3M | 17k | 76.36 |
| 2021-12-31 | $1.4M | 17k | 83.65 |
| 2021-09-30 | $1.3M | 17k | 73.93 |
| 2021-06-30 | $1.3M | 17k | 72.71 |
| 2021-03-31 | $1.1M | 17k | 65.11 |
| 2020-12-31 | $1.2M | 18k | 63.81 |
| 2020-09-30 | $1.0M | 4.3k | 231.14 |
| 2020-06-30 | $902k | 4.3k | 207.45 |
| 2020-03-31 | $718k | 4.3k | 165.13 |
| 2019-12-31 | $842k | 4.3k | 193.65 |
| 2019-09-30 | $783k | 4.3k | 180.08 |
| 2019-06-30 | $779k | 4.3k | 179.16 |
| 2019-03-31 | $1.0M | 5.9k | 172.30 |
| 2018-12-31 | $868k | 5.8k | 150.75 |
| 2018-09-30 | $770k | 4.3k | 177.09 |
| 2018-06-30 | $707k | 4.3k | 162.60 |
| 2018-03-31 | $674k | 4.3k | 155.01 |
| 2017-12-31 | $702k | 4.6k | 152.68 |
| 2017-09-30 | $659k | 4.6k | 143.32 |
| 2017-06-30 | $629k | 4.6k | 136.80 |
| 2017-03-31 | $605k | 4.6k | 131.58 |
| 2016-12-31 | $560k | 4.6k | 121.79 |
| 2016-09-30 | $559k | 4.6k | 121.57 |
| 2016-06-30 | $536k | 4.6k | 116.57 |
| 2016-03-31 | $533k | 4.6k | 115.92 |
| 2015-12-31 | $532k | 4.6k | 115.70 |
| 2015-09-30 | $445k | 4.1k | 107.75 |
| 2015-06-30 | $414k | 3.6k | 114.05 |
| 2015-03-31 | $414k | 3.6k | 114.05 |
| 2014-12-31 | $405k | 3.6k | 111.57 |
| 2014-09-30 | $388k | 3.6k | 106.89 |
| 2014-06-30 | $382k | 3.6k | 105.23 |
| 2014-03-31 | $223k | 2.2k | 100.00 |
| 2013-12-31 | $220k | 2.2k | 98.65 |
| 2013-09-30 | $333k | 3.7k | 89.28 |
| 2013-06-30 | $313k | 3.7k | 83.91 |