iShares S&P 500 Index shares owned by Milestone Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Milestone Asset Management
from 13F filings
Historical chart of Milestone Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Milestone Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $749k | 1.1k | 669.40 |
| 2025-06-30 | $632k | 1.0k | 621.25 |
| 2025-03-31 | $570k | 1.0k | 561.83 |
| 2024-12-31 | $628k | 1.1k | 588.87 |
| 2024-09-30 | $615k | 1.1k | 576.83 |
| 2024-06-30 | $583k | 1.1k | 547.67 |
| 2024-03-31 | $622k | 1.2k | 525.96 |
| 2023-12-31 | $612k | 1.3k | 477.63 |
| 2023-09-30 | $547k | 1.3k | 429.28 |
| 2023-06-30 | $681k | 1.5k | 445.87 |
| 2023-03-31 | $599k | 1.5k | 410.94 |
| 2022-12-31 | $760k | 1.9k | 402.32 |
More positions owned by Milestone Asset Management
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