Milestones Private Investment Advisors »

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

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

Historical chart of Milestones Private 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 Milestones Private 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 Milestones Private Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $757k 7.8k 96.89
2025-09-30 $749k 7.8k 95.90

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 Growth

Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co
Bank of New York Mellon

View all funds holding iShares S&P MidCap 400 Growth