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iShares Russell Midcap Value Index shares owned by Milestone Group

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group investment in iShares Russell Midcap Value Index

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All positions including iShares Russell Midcap Value Index held by Milestone Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Value Index by Milestone Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $53k 441 120.74
2024-03-31 $55k 441 125.33
2023-12-31 $65k 562 116.29
2023-09-30 $52k 497 104.92
2023-06-30 $56k 510 109.84
2023-03-31 $104k 981 106.20
2022-12-31 $103k 981 105.34
2022-09-30 $329k 3.7k 89.62
2022-06-30 $121k 1.2k 101.26
2021-09-30 $329k 3.7k 89.62
2020-03-31 $224k 3.5k 64.09
2019-12-31 $345k 3.6k 94.75
2019-09-30 $329k 3.7k 89.62
2019-06-30 $332k 3.7k 89.06
2019-03-31 $324k 3.7k 86.91
2018-12-31 $438k 5.7k 76.28
2018-09-30 $662k 7.3k 90.29
2018-06-30 $742k 8.4k 88.49
2018-03-31 $726k 8.4k 86.41
2017-12-31 $836k 9.4k 89.10
2017-09-30 $797k 9.4k 84.94
2017-06-30 $789k 9.4k 84.09
2017-03-31 $841k 10k 83.03
2016-12-31 $849k 11k 80.44
2016-09-30 $1.1M 14k 76.78
2016-06-30 $1.3M 17k 74.28
2016-03-31 $284k 4.0k 71.04
2015-12-31 $315k 4.6k 68.63
2015-09-30 $308k 4.6k 67.10
2015-06-30 $339k 4.6k 73.86
2015-03-31 $345k 4.6k 75.16
2014-12-31 $339k 4.6k 73.86
2014-09-30 $321k 4.6k 69.93
2014-06-30 $333k 4.6k 72.55
2014-03-31 $315k 4.6k 68.63
2013-12-31 $302k 4.6k 65.80
2013-09-30 $280k 4.6k 61.00
2013-06-30 $313k 5.4k 57.97
2013-03-31 $308k 5.4k 57.05
2012-12-31 $271k 5.4k 50.19
2012-09-30 $263k 5.4k 48.71
2012-06-30 $250k 5.4k 46.30
2012-03-31 $260k 5.4k 48.16
2011-12-31 $234k 5.4k 43.34
2011-06-30 $219k 4.6k 47.71
2011-03-31 $221k 4.6k 48.15

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
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Tiaa Trust, National Association
Us Bancorp
Wells Fargo & Company
Envestnet Portfolio Solutions
Bank of America Corporation
Royal Bank of Canada
First Citizens Bank & Trust
Commerce Bank N A
Commonwealth Equity Services
Pnc Financial Services
ZB
Victory Capital Management
LPL Financial

View all funds holding iShares Russell Midcap Value Index