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

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

Historical chart of Milestone 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 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 Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $31M 288k 106.66
2024-03-31 $33M 294k 110.52
2023-12-31 $30M 275k 108.25
2023-09-30 $25M 260k 94.78
2023-06-30 $25M 254k 99.65
2023-03-31 $25M 256k 96.70
2022-12-31 $24M 256k 94.64
2022-09-30 $1.4M 19k 77.86
2022-06-30 $26M 284k 92.41
2022-03-31 $28M 255k 107.88
2021-12-31 $29M 254k 114.51
2021-09-30 $1.4M 19k 77.86
2021-06-30 $26M 227k 112.98
2021-03-31 $23M 214k 108.53
2020-12-31 $19M 208k 91.90
2020-09-30 $15M 206k 70.23
2020-06-30 $13M 194k 68.29
2020-03-31 $12M 213k 56.11
2019-12-31 $22M 258k 83.85
2019-09-30 $1.4M 19k 77.86
2019-06-30 $2.0M 26k 78.26
2019-03-31 $2.2M 29k 77.13
2018-12-31 $1.7M 25k 69.34
2018-09-30 $1.3M 15k 87.23
2018-06-30 $1.3M 15k 83.46
2018-03-31 $1.2M 15k 77.02
2017-12-31 $1.3M 17k 76.82
2017-09-30 $1.2M 17k 74.19
2017-06-30 $1.3M 19k 70.09
2017-03-31 $1.4M 20k 69.14
2016-12-31 $1.5M 11k 137.48
2016-09-30 $1.4M 11k 124.11
2016-06-30 $1.3M 11k 116.21

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index