iShares Russell 1000 Value Index shares owned by Milestone Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $581k | 3.3k | 174.47 |
| 2024-03-31 | $596k | 3.3k | 179.11 |
| 2023-12-31 | $550k | 3.3k | 165.25 |
| 2023-09-30 | $523k | 3.4k | 152.81 |
| 2023-06-30 | $598k | 3.8k | 157.83 |
| 2023-03-31 | $577k | 3.8k | 152.26 |
| 2022-12-31 | $576k | 3.8k | 151.65 |
| 2022-09-30 | $605k | 4.7k | 128.21 |
| 2022-06-30 | $588k | 4.1k | 144.97 |
| 2022-03-31 | $693k | 4.2k | 165.95 |
| 2021-12-31 | $717k | 4.3k | 167.84 |
| 2021-09-30 | $605k | 4.7k | 128.21 |
| 2021-06-30 | $616k | 3.9k | 158.64 |
| 2021-03-31 | $628k | 4.1k | 151.65 |
| 2020-12-31 | $592k | 4.3k | 136.69 |
| 2020-09-30 | $489k | 4.1k | 118.09 |
| 2020-06-30 | $512k | 4.5k | 112.58 |
| 2020-03-31 | $778k | 7.8k | 99.16 |
| 2019-12-31 | $1.7M | 12k | 136.51 |
| 2019-09-30 | $605k | 4.7k | 128.21 |
| 2019-06-30 | $505k | 4.0k | 127.20 |
| 2019-03-31 | $514k | 4.2k | 123.44 |
| 2018-12-31 | $584k | 5.3k | 111.03 |
| 2018-09-30 | $1.1M | 8.5k | 126.67 |
| 2018-06-30 | $1.0M | 8.5k | 121.34 |
| 2018-03-31 | $1.1M | 9.3k | 119.97 |
| 2017-12-31 | $1.2M | 9.9k | 124.35 |
| 2017-09-30 | $598k | 5.0k | 118.58 |
| 2017-06-30 | $673k | 5.8k | 116.44 |
| 2017-03-31 | $664k | 5.8k | 114.88 |
| 2016-12-31 | $544k | 4.9k | 112.12 |
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