iShares S&P 1500 Index Fund shares owned by Milestone Advisory Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Milestone Advisory Partners
from 13F filings
Historical chart of Milestone Advisory Partners investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Milestone Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.6M | 28k | 94.19 |
| 2023-06-30 | $2.4M | 24k | 97.84 |
| 2023-03-31 | $2.1M | 23k | 90.55 |
| 2022-12-31 | $2.0M | 23k | 84.80 |
| 2022-09-30 | $1.9M | 24k | 79.56 |
| 2022-06-30 | $2.0M | 24k | 84.63 |
| 2022-03-31 | $2.4M | 24k | 100.96 |
| 2021-12-31 | $2.5M | 23k | 107.00 |
| 2021-09-30 | $2.3M | 23k | 98.37 |
| 2021-06-30 | $2.3M | 24k | 98.78 |
| 2021-03-31 | $2.3M | 25k | 91.60 |
| 2020-12-31 | $2.3M | 27k | 86.23 |
| 2020-09-30 | $2.0M | 27k | 75.49 |
| 2020-06-30 | $1.7M | 24k | 69.45 |
| 2020-03-31 | $1.3M | 23k | 57.22 |
| 2019-12-31 | $4.1M | 56k | 72.69 |
| 2019-09-30 | $3.7M | 56k | 67.07 |
| 2019-06-30 | $2.8M | 42k | 66.62 |
| 2019-03-31 | $2.6M | 41k | 64.39 |
| 2018-12-31 | $1.5M | 27k | 56.22 |
| 2018-09-30 | $3.8M | 57k | 66.62 |
| 2018-06-30 | $3.5M | 57k | 62.52 |
| 2018-03-31 | $3.3M | 55k | 60.46 |
| 2017-12-31 | $3.5M | 57k | 61.15 |
More positions owned by Milestone Advisory Partners
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