Mountain Capital Investment Advisors Inc. IVW — ISHARES S&P 500 GROWTH

Ownership history in Mountain Capital Investment Advisors Inc.  ·  15 quarters on record

AI Ownership Summary

Mountain Capital Investment Advisors Inc. reported ISHARES S&P 500 GROWTH (IVW) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.08% in 2024 Q2. The latest visible filing shows IVW at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mountain Capital Investment Advisors Inc.'s position in ISHARES S&P 500 GROWTH, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IVW was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVW stock page Mountain Capital Investment Advisors Inc. fund profile Mountain Capital Investment Advisors Inc. full holdings
How Mountain Capital Investment Advisors Inc. held IVW — position size vs. price
% of Fund (quarterly)    IVW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 3,393 +33 +1.0% 0.07% $467K 2026-07-14 $137.76
2026 Q1 ADDED — — — 3,360 +70 +2.1% 0.07% $438K 2026-05-11 $135.98
2025 Q4 ADDED — — — 3,290 +27 +0.8% 0.07% $406K 2026-01-28 $125.27
2025 Q3 ADDED — — — 3,263 +171 +5.5% 0.07% $396K 2025-11-12 $123.14
2025 Q2 REDUCED — — — 3,092 -38 -1.2% 0.06% $337K 2025-07-29 $113.20
2025 Q1 ADDED — — — 3,130 +97 +3.2% 0.06% $291K 2025-04-28 $93.47
2024 Q4 ADDED — — — 3,033 +86 +2.9% 0.07% $315K 2025-02-13 $105.68
2024 Q3 REDUCED 6.6% +7.1% ❌ 2,947 -209 -6.6% 0.07% $298K 2024-11-15 $97.50
2024 Q2 ADDED — — — 3,156 +256 +8.8% 0.08% $303K 2024-07-16 $95.09
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVW

As of 2026 Q3 — sorted by position size

MJT & Associates Financial Advisory Group, Inc. 16.91% Gallagher Capital Advisors, LLC 11.42% McNaughton Wealth Management, LLC 3Y 7.38% Lee, Kelleher & Klein Wealth Management 7.17% Retirement Wealth Solutions LLC 4.13% Adirondack Capital Advisors, LLC 4.0% SACKS & ASSOCIATES, LLC 3.47% Asempa Wealth Advisors 3.13% KWMG, LLC 3Y 7Y 2.77% Apeiron RIA LLC 3Y 2.56%

FAQ About Mountain Capital Investment Advisors Inc. and IVW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mountain Capital Investment Advisors Inc. reported owning IVW?

Mountain Capital Investment Advisors Inc. reported IVW across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IVW position in Mountain Capital Investment Advisors Inc.'s portfolio?

The largest reported portfolio weight for IVW was 0.08% in 2024 Q2.

What is the latest reported IVW position on this page?

The most recent filing on this page is 2026 Q2, when Mountain Capital Investment Advisors Inc. reported 3,393 shares, equal to 0.07% of portfolio, with an estimated market value of $467K.

What does the chart on this IVW ownership page compare?

The chart compares Mountain Capital Investment Advisors Inc.'s quarterly IVW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mountain Capital Investment Advisors Inc. time their IVW position?

Based on 13F filing dates vs. subsequent IVW price moves, Mountain Capital Investment Advisors Inc. correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on IVW relative to SPY over the holding period was +4.2%.

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