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iShares S&P 500 Growth Index shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Milestone 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 Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $81k 1.1k 75.10
2023-09-30 $74k 1.1k 68.42
2023-06-30 $76k 1.1k 70.48
2023-03-31 $69k 1.1k 63.89
2022-12-31 $63k 1.1k 58.50