iShares S&P 500 Growth Index shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Sage Mountain 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 Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $446k | 5.3k | 84.44 |
| 2023-12-31 | $397k | 5.3k | 75.10 |
| 2023-09-30 | $361k | 5.3k | 68.42 |
| 2023-06-30 | $270k | 3.8k | 70.48 |
| 2023-03-31 | $245k | 3.8k | 63.89 |
| 2022-12-31 | $224k | 3.8k | 58.50 |
| 2022-09-30 | $216k | 3.7k | 57.75 |
| 2022-06-30 | $226k | 3.7k | 60.43 |
| 2022-03-31 | $286k | 3.7k | 76.47 |
| 2021-12-31 | $313k | 3.7k | 83.69 |
| 2021-09-30 | $276k | 3.7k | 73.80 |
| 2021-06-30 | $272k | 3.7k | 72.73 |
| 2021-03-31 | $244k | 3.7k | 65.24 |
| 2020-12-31 | $239k | 3.7k | 63.90 |