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Milestones Private Investment Advisors »

iShares S&P MidCap 400 Value Index shares owned by Milestones Private Investment Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Milestones Private Investment Advisors from 13F filings

Historical chart of Milestones Private Investment Advisors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Milestones Private Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Milestones Private Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$333k	2.5k	131.59
2025-09-30	$328k	2.5k	129.72

More positions owned by Milestones Private Investment Advisors

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Vaneck Etf Trust Semiconductr Etf (SMH)

First Tr Exchange Traded Utilities Alph (FXU)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Ishares Tr Msci Usa Quality (GARP)

Select Sector Spdr Tr State Street Tec (XLK)

Select Sector Spdr Tr State Street Con (XLY)

Apple (AAPL)

First Tr Exchange Traded Consumr Staple (FXG)

Select Sector Spdr Tr State Street Hea (XLV)

Select Sector Spdr Tr State Street Ene (XLE)

World Gold Tr Spdr Gld Minis (GLDM)

First Tr Exchange-traded SHS (FDL)

Microsoft Corporation (MSFT)

View all positions for Milestones Private Investment Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company

FMR

UBS Group

Envestnet Asset Management

Pnc Financial Services

D.A. Davidson & Co.

Raymond James Financial

Financial Engines Advisors L.L.C

Northwestern Mutual Wealth Management Company

Royal Bank of Canada

G. W. Henssler & Associates

View all funds holding iShares S&P MidCap 400 Value Index

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