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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 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 3000 Index by Milestone Group

Quarter filed Position value Share count Share price at filing
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 $7.8M 45k 173.76
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