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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Milestone 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 Value Index by Milestone Group

Quarter filed Position value Share count Share price at filing
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

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company
Midland Wealth Advisors
Royal Bank of Canada

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