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iShares Russell 1000 Index shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Index by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $79k 300 262.26
2023-09-30 $71k 300 234.91
2023-06-30 $73k 300 243.74
2023-03-31 $68k 300 225.23
2022-12-31 $63k 300 210.52