iShares Russell 3000 Index shares owned by Milestone Group
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 8.8k | 378.94 |
| 2025-06-30 | $3.1M | 8.8k | 351.00 |
| 2025-03-31 | $2.8M | 8.8k | 317.64 |
| 2024-12-31 | $2.9M | 8.8k | 334.25 |
| 2024-09-30 | $2.9M | 8.8k | 326.73 |
| 2024-06-30 | $2.7M | 8.8k | 308.67 |
| 2024-03-31 | $2.6M | 8.8k | 300.08 |
| 2023-12-31 | $2.4M | 8.8k | 273.74 |
| 2023-09-30 | $2.2M | 8.8k | 246.07 |
| 2023-06-30 | $2.2M | 8.8k | 254.48 |
| 2023-03-31 | $2.4M | 10k | 235.41 |
| 2022-12-31 | $2.2M | 10k | 220.68 |
| 2022-09-30 | $220k | 1.1k | 206.57 |
| 2022-06-30 | $284k | 1.3k | 217.29 |
| 2022-03-31 | $334k | 1.3k | 262.58 |
| 2021-12-31 | $461k | 1.7k | 277.71 |
| 2021-09-30 | $7.8M | 45k | 173.76 |
| 2021-06-30 | $428k | 1.7k | 256.13 |
| 2021-03-31 | $1.4M | 5.8k | 237.18 |
| 2020-12-31 | $1.2M | 5.5k | 223.47 |
| 2020-09-30 | $1.1M | 5.6k | 195.70 |
| 2020-06-30 | $1.1M | 6.0k | 180.01 |
| 2020-03-31 | $1.1M | 7.3k | 148.36 |
| 2019-12-31 | $8.4M | 44k | 188.49 |
| 2019-09-30 | $7.8M | 45k | 173.76 |
| 2019-06-30 | $10M | 59k | 172.37 |
| 2019-03-31 | $10M | 62k | 166.70 |
| 2018-12-31 | $8.4M | 57k | 146.92 |
| 2018-09-30 | $232k | 1.3k | 171.98 |
| 2018-06-30 | $219k | 1.3k | 162.34 |
| 2018-03-31 | $211k | 1.3k | 156.41 |
| 2017-12-31 | $213k | 1.3k | 157.89 |
| 2017-09-30 | $201k | 1.3k | 149.00 |
| 2015-12-31 | $242k | 2.0k | 120.46 |
| 2015-09-30 | $847k | 7.4k | 113.91 |
| 2015-06-30 | $922k | 7.4k | 123.99 |
| 2015-03-31 | $921k | 7.4k | 123.86 |
| 2014-12-31 | $917k | 7.5k | 122.25 |
| 2014-09-30 | $882k | 7.5k | 116.84 |
| 2014-06-30 | $895k | 7.6k | 117.78 |
| 2014-03-31 | $853k | 7.6k | 112.25 |
| 2013-12-31 | $841k | 7.6k | 110.67 |
| 2013-09-30 | $802k | 7.9k | 101.17 |
| 2013-06-30 | $765k | 7.9k | 96.37 |
| 2013-03-31 | $742k | 7.9k | 93.47 |
| 2012-12-31 | $687k | 8.1k | 84.74 |
| 2012-09-30 | $621k | 7.3k | 84.87 |
| 2012-06-30 | $612k | 7.6k | 80.35 |
| 2012-03-31 | $642k | 7.7k | 83.25 |
| 2011-12-31 | $593k | 8.0k | 74.22 |
| 2011-06-30 | $589k | 7.4k | 79.26 |
| 2011-03-31 | $593k | 7.5k | 79.27 |