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iShares S&P 100 Index shares owned by Milestone Asset Management Group

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Milestone Asset Management Group from 13F filings

Historical chart of Milestone Asset Management Group investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by Milestone Asset Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 100 Index by Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $394k 1.2k 332.98
2025-06-30 $360k 1.2k 304.47
2025-03-31 $410k 1.5k 270.83
2024-12-31 $437k 1.5k 288.85

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Vanguard World Mega Grwth Ind (MGK)
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Vanguard World Mega Cap Val Etf (MGV)

View all positions for Milestone Asset Management Group

Top funds holding iShares S&P 100 Index

Regions Bank
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LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
Morgan Stanley
BlackRock
CWM
Goldman Sachs Group
Park Avenue Securities
Envestnet Portfolio Solutions
BlueCrest Capital Management
Cresset Asset Management

View all funds holding iShares S&P 100 Index