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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Quarterly reported holdings in iShares Russell Midcap Value Index by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25k | 181 | 139.67 |
| 2025-06-30 | $24k | 181 | 132.14 |
| 2025-03-31 | $23k | 181 | 125.97 |
| 2024-12-31 | $23k | 181 | 129.34 |
| 2024-09-30 | $24k | 181 | 132.25 |
| 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 | $94k | 981 | 95.82 |
| 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 |
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