Milestone Investment Advisors »

iShares S&P 500 Growth Index shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Growth Index by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $103k 1.1k 95.75
2024-06-30 $100k 1.1k 92.54
2024-03-31 $91k 1.1k 84.44
2023-12-31 $81k 1.1k 75.10
2023-09-30 $74k 1.1k 68.42
2023-06-30 $76k 1.1k 70.48
2023-03-31 $69k 1.1k 63.89
2022-12-31 $63k 1.1k 58.50