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iShares S&P 1500 Index Fund shares owned by Milestone Asset Management Group

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Milestone Asset Management Group from 13F filings

Historical chart of Milestone Asset Management Group investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Milestone Asset Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $576k 4.0k 145.65
2025-06-30 $546k 4.0k 135.05
2025-03-31 $268k 2.2k 121.98
2024-12-31 $274k 2.1k 128.65

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Grwth Ind (MGK)
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Microsoft Corporation (MSFT)
Raytheon Technologies Corp (RTX)
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Vanguard World Mega Cap Val Etf (MGV)

View all positions for Milestone Asset Management Group

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund