iShares S&P 500 Index shares owned by Milestone Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Milestone Investment Advisors
from 13F filings
Historical chart of Milestone Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Milestone Investment Advisors 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 Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.9M | 15k | 669.30 |
| 2025-06-30 | $9.1M | 15k | 620.90 |
| 2025-03-31 | $11M | 20k | 561.90 |
| 2024-12-31 | $12M | 20k | 588.68 |
| 2024-09-30 | $11M | 19k | 576.82 |
| 2024-06-30 | $8.3M | 15k | 547.21 |
| 2024-03-31 | $8.3M | 16k | 525.72 |
| 2023-12-31 | $7.6M | 16k | 477.63 |
| 2023-09-30 | $5.9M | 14k | 429.43 |
| 2023-06-30 | $4.1M | 9.1k | 445.71 |
| 2023-03-31 | $3.7M | 9.1k | 411.08 |
| 2022-12-31 | $3.3M | 8.6k | 384.21 |
More positions owned by Milestone Investment Advisors
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