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
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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 |
|---|---|---|---|
| 2026-06-30 | $630k | 4.2k | 148.31 |
| 2026-03-31 | $507k | 4.1k | 124.32 |
| 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 |
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