Milestone Asset Management Group »

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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 7.5k 669.27
2025-06-30 $4.6M 7.4k 620.90
2025-03-31 $3.8M 6.8k 561.88
2024-12-31 $3.9M 6.6k 588.64

More positions owned by Milestone Asset Management Group

Galaxy Digital Cl A (GLXY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Microsoft Corporation (MSFT)
Raytheon Technologies Corp (RTX)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Milestone Asset Management Group

Top funds holding iShares S&P 500 Index

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View all funds holding iShares S&P 500 Index