iShares S&P MidCap 400 Value Index shares owned by Milestone Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group 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 Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $79k | 610 | 129.74 |
| 2025-06-30 | $75k | 610 | 123.60 |
| 2025-03-31 | $73k | 610 | 119.75 |
| 2024-12-31 | $102k | 813 | 124.98 |
| 2024-09-30 | $101k | 813 | 123.64 |
| 2024-06-30 | $92k | 813 | 113.48 |
| 2024-03-31 | $96k | 813 | 118.31 |
| 2023-12-31 | $93k | 813 | 114.06 |
| 2023-09-30 | $108k | 1.1k | 101.52 |
| 2023-06-30 | $114k | 1.1k | 107.14 |
| 2023-03-31 | $109k | 1.1k | 102.78 |
| 2022-12-31 | $107k | 1.1k | 100.81 |
| 2022-09-30 | $135k | 1.5k | 90.24 |
| 2022-06-30 | $163k | 1.7k | 94.27 |
| 2020-12-31 | $200k | 2.3k | 86.17 |
| 2020-03-31 | $225k | 2.0k | 109.92 |
| 2019-12-31 | $553k | 3.2k | 170.68 |
| 2016-12-31 | $238k | 1.6k | 145.21 |
| 2016-09-30 | $218k | 1.6k | 133.01 |
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