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iShares S&P 100 Index shares owned by Milestone Group

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

Historical chart of Milestone 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 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 Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $18k 55 318.07
2025-03-31 $88k 325 270.83
2024-12-31 $94k 325 288.85

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Milestone Group

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Polar Securities
Morgan Stanley
LPL Financial
CWM
Goldman Sachs Group
Colony
Wells Fargo & Company
Two Sigma Investments
Cresset Asset Management
Ieq Capital
UBS Group
Raymond James Financial

View all funds holding iShares S&P 100 Index