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

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

Historical chart of Milestone Group investment in iShares S&P SmallCap 600 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Growth 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 Growth by Milestone Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $40k 309 128.54
2024-03-31 $40k 309 130.84
2023-12-31 $71k 563 125.20
2023-09-30 $57k 519 110.13
2023-06-30 $60k 519 114.99
2023-03-31 $62k 559 109.99
2022-12-31 $69k 638 108.12
2022-09-30 $65k 638 101.88
2022-06-30 $116k 1.1k 105.55
2020-06-30 $224k 1.3k 169.44
2020-03-31 $539k 3.9k 137.96
2019-12-31 $1.0M 5.4k 193.34

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 Growth

Dynasty Wealth Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management
HighTower Advisors
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth