iShares S&P 500 Growth Index shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $713k | 5.9k | 120.71 |
| 2025-06-30 | $5.2M | 47k | 110.10 |
| 2025-03-31 | $4.8M | 52k | 92.83 |
| 2024-12-31 | $5.8M | 57k | 101.53 |
| 2024-09-30 | $6.2M | 64k | 95.75 |
| 2024-06-30 | $6.5M | 70k | 92.54 |
| 2024-03-31 | $4.1M | 48k | 84.44 |
| 2023-09-30 | $1.3M | 19k | 68.42 |
| 2022-12-31 | $7.3M | 125k | 58.50 |
| 2021-12-31 | $2.8M | 34k | 83.66 |
| 2020-12-31 | $1.2M | 18k | 63.85 |
| 2018-09-30 | $5.0k | 28 | 178.57 |
| 2018-06-30 | $5.0k | 28 | 178.57 |
| 2018-03-31 | $4.0k | 28 | 142.86 |
More positions owned by Mount Yale Investment Advisors
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