iShares S&P MidCap 400 Value Index shares owned by Milestone Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Milestone Investment Advisors
from 13F filings
Historical chart of Milestone Investment Advisors investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Milestone Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $87k | 669 | 129.65 |
| 2025-06-30 | $83k | 669 | 123.52 |
| 2025-03-31 | $80k | 669 | 119.67 |
| 2024-12-31 | $84k | 669 | 124.90 |
| 2024-09-30 | $83k | 669 | 123.56 |
| 2024-06-30 | $76k | 669 | 113.40 |
| 2024-03-31 | $79k | 669 | 118.23 |
| 2023-12-31 | $76k | 669 | 113.98 |
| 2023-09-30 | $68k | 669 | 100.88 |
| 2023-06-30 | $72k | 669 | 107.07 |
| 2023-03-31 | $69k | 669 | 102.72 |
| 2022-12-31 | $67k | 669 | 100.75 |
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