iShares S&P SmallCap 600 Index shares owned by Milestone Advisory Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Milestone Advisory Partners
from 13F filings
Historical chart of Milestone Advisory Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Milestone Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $319k | 3.4k | 94.33 |
| 2023-06-30 | $337k | 3.4k | 99.65 |
| 2023-03-31 | $327k | 3.4k | 96.70 |
| 2022-12-31 | $321k | 3.4k | 94.64 |
| 2022-09-30 | $295k | 3.4k | 87.12 |
| 2022-06-30 | $316k | 3.4k | 93.33 |
| 2022-03-31 | $458k | 4.2k | 107.87 |
| 2021-12-31 | $486k | 4.2k | 114.46 |
| 2021-09-30 | $370k | 3.4k | 109.27 |
| 2021-06-30 | $383k | 3.4k | 113.11 |
| 2021-03-31 | $367k | 3.4k | 108.39 |
| 2020-12-31 | $311k | 3.4k | 91.85 |
| 2020-09-30 | $238k | 3.4k | 70.29 |
| 2020-06-30 | $231k | 3.4k | 68.22 |
| 2019-12-31 | $284k | 3.4k | 83.87 |
| 2019-09-30 | $3.1M | 40k | 77.85 |
| 2019-06-30 | $5.1M | 65k | 78.28 |
| 2019-03-31 | $4.9M | 63k | 77.15 |
| 2018-12-31 | $4.1M | 59k | 68.90 |
| 2018-09-30 | $9.0M | 103k | 87.24 |
| 2018-06-30 | $8.6M | 104k | 83.46 |
| 2018-03-31 | $7.8M | 101k | 77.01 |
| 2017-12-31 | $9.0M | 118k | 76.81 |
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