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ISHARES TR MSCI Small Cap msci small cap shares owned by Milestone Group

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group investment in ISHARES TR MSCI Small Cap msci small cap

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All positions including ISHARES TR MSCI Small Cap msci small cap held by Milestone Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Milestone Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $368k 6.0k 61.64
2024-03-31 $378k 6.0k 63.33
2023-12-31 $295k 4.8k 61.90
2023-09-30 $269k 4.8k 56.47
2023-06-30 $281k 4.8k 58.98
2023-03-31 $283k 4.8k 59.51
2022-12-31 $269k 4.8k 56.48
2022-09-30 $3.7M 65k 57.22
2022-06-30 $346k 6.3k 54.63
2022-03-31 $588k 8.9k 66.31
2021-12-31 $756k 10k 73.09
2021-09-30 $3.7M 65k 57.22
2021-06-30 $783k 11k 74.14
2021-03-31 $798k 11k 71.84
2020-12-31 $755k 11k 68.36
2020-09-30 $877k 15k 59.02
2020-06-30 $1.2M 22k 53.64
2020-03-31 $2.4M 54k 44.82
2019-12-31 $3.6M 57k 62.27
2019-09-30 $3.7M 65k 57.22
2019-06-30 $7.2M 126k 57.40
2019-03-31 $11M 188k 57.44
2018-12-31 $11M 221k 51.82
2018-09-30 $3.2M 52k 62.28
2018-06-30 $3.5M 56k 62.73
2018-03-31 $3.7M 57k 65.19
2017-12-31 $3.8M 59k 64.49
2017-09-30 $3.7M 59k 62.00
2017-06-30 $3.5M 60k 57.83
2017-03-31 $3.4M 62k 54.15
2016-12-31 $3.3M 66k 49.84
2016-09-30 $3.5M 67k 52.41
2016-06-30 $3.5M 72k 48.25
2016-03-31 $3.3M 67k 49.80
2015-12-31 $3.8M 76k 49.96
2015-09-30 $3.7M 77k 47.77
2015-06-30 $4.1M 80k 51.01
2015-03-31 $4.2M 85k 49.47
2014-12-31 $4.1M 87k 46.71
2014-09-30 $3.5M 72k 48.50
2014-06-30 $3.8M 72k 52.92
2014-03-31 $3.8M 72k 52.20
2013-12-31 $3.7M 73k 50.98
2013-09-30 $3.6M 74k 48.51
2013-06-30 $3.2M 76k 41.94
2013-03-31 $3.3M 76k 43.96
2012-12-31 $3.1M 76k 40.71
2012-09-30 $3.1M 80k 38.70
2012-06-30 $2.7M 75k 36.14
2012-03-31 $4.3M 106k 40.13
2011-12-31 $3.7M 106k 34.76

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Natixis Asset Management Advisors
Tiaa Trust, National Association
Creative Planning
Bank of New York Mellon
Goldman Sachs Group
State of New Jersey Common Pension Fund D
BlackRock
BlackRock
Morgan Stanley
Modera Wealth Management
Bank of America Corporation
Pnc Financial Services
Jpmorgan Chase & Co
Envestnet Asset Management

View all funds holding ISHARES TR MSCI Small Cap msci small cap