iShares S&P 1500 Index Fund shares owned by Milestone Asset Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Milestone Asset Management
from 13F filings
Historical chart of Milestone Asset Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Milestone Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 8.0k | 145.67 |
| 2025-06-30 | $1.1M | 8.1k | 135.05 |
| 2025-03-31 | $1.0M | 8.3k | 122.02 |
| 2024-12-31 | $1.1M | 8.5k | 128.62 |
| 2024-09-30 | $1.1M | 8.5k | 125.62 |
| 2024-06-30 | $1.2M | 10k | 118.78 |
| 2024-03-31 | $1.2M | 10k | 115.30 |
| 2023-12-31 | $1.2M | 11k | 105.23 |
| 2023-09-30 | $1.0M | 11k | 94.03 |
| 2023-06-30 | $1.1M | 11k | 97.84 |
| 2023-03-31 | $1.7M | 18k | 90.55 |
| 2022-12-31 | $1.8M | 20k | 89.28 |
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