MCIA
Mountain Capital Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
3,092
-38
| -1% | -$4.14K | 0.06% | 45 |
|
|
2025
Q1 | $291K | Buy |
3,130
+97
| +3% | +$9K | 0.06% | 42 |
|
|
2024
Q4 | $315K | Buy |
3,033
+86
| +3% | +$8.93K | 0.07% | 40 |
|
|
2024
Q3 | $298K | Sell |
2,947
-209
| -7% | -$21.1K | 0.07% | 42 |
|
|
2024
Q2 | $303K | Buy |
3,156
+256
| +9% | +$24.6K | 0.08% | 36 |
|
|
2024
Q1 | $244K | Buy |
+2,900
| New | +$244K | 0.07% | 36 |
|
|
2023
Q4 | – | Sell |
-2,922
| Closed | -$207K | – | 64 |
|
|
2023
Q3 | $207K | Buy |
2,922
+6
| +0.2% | +$424 | 0.08% | 57 |
|
|
2023
Q2 | $210K | Sell |
2,916
-419
| -13% | -$30.1K | 0.08% | 67 |
|
|
2023
Q1 | $216K | Buy |
+3,335
| New | +$216K | 0.1% | 62 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$14K | – | 217 |
|
|
2017
Q3 | $14K | Hold |
100
| – | – | 0.01% | 231 |
|
|
2017
Q2 | $14K | Buy |
+100
| New | +$14K | 0.01% | 263 |
|