Milestone Asset Management Group »

iShares S&P 500 Value Index shares owned by Milestone Asset Management Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Milestone Asset Management Group from 13F filings

Historical chart of Milestone Asset Management Group investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index 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 500 Value Index by Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $944k 4.6k 206.52
2025-06-30 $889k 4.5k 195.41
2025-03-31 $760k 4.0k 190.59
2024-12-31 $752k 3.9k 190.89

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Vanguard World Mega Cap Val Etf (MGV)

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