Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Milestones Private Investment Advisors »

iShares S&P SmallCap 600 Value Idx shares owned by Milestones Private Investment Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Milestones Private Investment Advisors from 13F filings

Historical chart of Milestones Private Investment Advisors investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx held by Milestones Private Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Milestones Private Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$256k	2.3k	113.73
2025-09-30	$249k	2.3k	110.61

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 SmallCap 600 Value Idx

Wells Fargo & Company

FMR

UBS Group

LPL Financial

Prime Capital Investment Advisors

Modera Wealth Management

Ameriprise Financial

Envestnet Asset Management

Pnc Financial Services

M^T Bank Corporation

Commonwealth Equity Services

Royal Bank of Canada

HighTower Advisors

Regions Bank

Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P SmallCap 600 Value Idx

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z