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iShares S&P MidCap 400 Index shares owned by Milestone Asset Management Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Milestone Asset Management Group from 13F filings

Historical chart of Milestone Asset Management Group investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Milestone Asset Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $207k 3.1k 67.54

More positions owned by Milestone Asset Management Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Raytheon Technologies Corp (RTX)
Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
Galaxy Digital Cl A (GLXY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Series Trust State Street Spd (SPYV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Fidelity Wise Origin Bitcoin SHS (FBTC)

View all positions for Milestone Asset Management Group

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Bank of New York Mellon
Wells Fargo & Company
FMR
Goldman Sachs Group
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index