iShares S&P 500 Growth Index shares owned by Mountain Capital Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Mountain Capital Investment Advisors
from 13F filings
Historical chart of Mountain Capital Investment Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 Growth Index by Mountain Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $396k | 3.3k | 121.21 |
| 2025-06-30 | $337k | 3.1k | 108.97 |
| 2025-03-31 | $291k | 3.1k | 92.82 |
| 2024-12-31 | $315k | 3.0k | 103.83 |
| 2024-09-30 | $298k | 2.9k | 101.08 |
| 2024-06-30 | $303k | 3.2k | 96.04 |
| 2024-03-31 | $244k | 2.9k | 84.26 |
| 2023-09-30 | $207k | 2.9k | 70.73 |
| 2023-06-30 | $210k | 2.9k | 71.88 |
| 2023-03-31 | $216k | 3.3k | 64.73 |
| 2017-09-30 | $14k | 100 | 140.00 |
| 2017-06-30 | $14k | 100 | 140.00 |
More positions owned by Mountain Capital Investment Advisors
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