iShares S&P 500 Index shares owned by Milestone Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $74M | 111k | 669.30 |
| 2025-06-30 | $70M | 112k | 620.90 |
| 2025-03-31 | $66M | 117k | 561.90 |
| 2024-12-31 | $70M | 119k | 588.68 |
| 2024-09-30 | $70M | 121k | 576.82 |
| 2024-06-30 | $67M | 123k | 547.23 |
| 2024-03-31 | $65M | 124k | 525.73 |
| 2023-12-31 | $61M | 128k | 477.63 |
| 2023-09-30 | $57M | 133k | 431.41 |
| 2023-06-30 | $60M | 134k | 445.71 |
| 2023-03-31 | $57M | 139k | 411.08 |
| 2022-12-31 | $55M | 143k | 384.21 |
| 2022-09-30 | $94M | 313k | 298.52 |
| 2022-06-30 | $56M | 147k | 379.15 |
| 2022-03-31 | $68M | 150k | 453.69 |
| 2021-12-31 | $74M | 156k | 476.99 |
| 2021-09-30 | $94M | 313k | 298.52 |
| 2021-06-30 | $71M | 166k | 429.92 |
| 2021-03-31 | $68M | 171k | 397.82 |
| 2020-12-31 | $66M | 177k | 375.39 |
| 2020-09-30 | $70M | 208k | 336.06 |
| 2020-06-30 | $73M | 236k | 309.69 |
| 2020-03-31 | $74M | 285k | 258.40 |
| 2019-12-31 | $115M | 356k | 323.24 |
| 2019-09-30 | $94M | 313k | 298.52 |
| 2019-06-30 | $105M | 355k | 294.75 |
| 2019-03-31 | $111M | 389k | 284.56 |
| 2018-12-31 | $96M | 383k | 251.61 |
| 2018-09-30 | $68M | 233k | 292.73 |
| 2018-06-30 | $68M | 248k | 273.05 |
| 2018-03-31 | $67M | 253k | 265.37 |
| 2017-12-31 | $69M | 258k | 268.85 |
| 2017-09-30 | $64M | 253k | 252.93 |
| 2017-06-30 | $62M | 253k | 243.41 |
| 2017-03-31 | $60M | 251k | 237.27 |
| 2016-12-31 | $57M | 255k | 224.99 |
| 2016-09-30 | $55M | 254k | 217.56 |
| 2016-06-30 | $55M | 262k | 210.50 |
| 2016-03-31 | $56M | 270k | 206.65 |
| 2015-12-31 | $59M | 286k | 204.87 |
| 2015-09-30 | $57M | 294k | 192.71 |
| 2015-06-30 | $62M | 300k | 207.22 |
| 2015-03-31 | $64M | 309k | 207.83 |
| 2014-12-31 | $72M | 348k | 206.87 |
| 2014-09-30 | $71M | 359k | 198.26 |
| 2014-06-30 | $72M | 366k | 197.00 |
| 2014-03-31 | $71M | 378k | 188.14 |
| 2013-12-31 | $75M | 402k | 185.65 |
| 2013-09-30 | $83M | 491k | 168.90 |
| 2013-06-30 | $80M | 497k | 160.88 |
| 2013-03-31 | $83M | 526k | 157.36 |
| 2012-12-31 | $78M | 547k | 143.14 |
| 2012-09-30 | $83M | 572k | 144.40 |
| 2012-06-30 | $81M | 592k | 136.75 |
| 2012-03-31 | $85M | 605k | 141.21 |
| 2011-12-31 | $76M | 610k | 125.11 |
| 2011-06-30 | $78M | 588k | 132.42 |
| 2011-03-31 | $77M | 576k | 133.01 |