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iShares S&P SmallCap 600 Index shares owned by Milestone Asset Management Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Milestone Asset Management Group from 13F filings

Historical chart of Milestone Asset Management Group investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Milestone Asset Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $453k 3.8k 120.17
2025-09-30 $441k 3.7k 118.83
2025-06-30 $404k 3.7k 109.30
2025-03-31 $313k 3.0k 104.56
2024-12-31 $343k 3.0k 115.24

More positions owned by Milestone Asset Management Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Galaxy Digital Cl A (GLXY)
Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
Raytheon Technologies Corp (RTX)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust State Street Spd (SPYV)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Series Trust State Street Spd (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Milestone Asset Management Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index