Milestone Investment Advisors »

iShares S&P MidCap 400 Growth shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Growth by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $56k 608 91.98
2024-06-30 $56k 637 88.15
2024-03-31 $56k 608 91.30
2023-12-31 $48k 608 79.26
2023-09-30 $44k 608 72.28
2023-06-30 $46k 608 75.04
2023-03-31 $44k 608 71.55
2022-12-31 $42k 608 68.34

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Milestone Investment Advisors

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Pnc Financial Services
Envestnet Asset Management
Captrust Financial Advisors
Financial Engines Advisors L.L.C
International Assets Investment Management
LPL Financial
Raymond James & Associates
Northwestern Mutual Wealth Management Company
D.A. Davidson & Co.
Northern Trust

View all funds holding iShares S&P MidCap 400 Growth