Milestone Asset Management Group »

Ishares Tr usa min vo shares owned by Milestone Asset Management Group

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Milestone Asset Management Group from 13F filings

Historical chart of Milestone Asset Management Group investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Milestone Asset Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr usa min vo by Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 30k 95.14
2025-06-30 $2.8M 29k 93.87
2025-03-31 $2.7M 29k 93.66
2024-12-31 $2.5M 28k 88.79

More positions owned by Milestone Asset Management Group

Galaxy Digital Cl A (GLXY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Microsoft Corporation (MSFT)
Raytheon Technologies Corp (RTX)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Milestone Asset Management Group

Top funds holding Ishares Tr usa min vo

Raymond James Financial
Morgan Stanley
FMR
Wealth Enhancement Advisory Services
LPL Financial
Pnc Financial Services
BlackRock
Envestnet Asset Management
Catalyst Capital Advisors
Millburn Ridgefield
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Two Sigma Investments
Ameriprise Financial

View all funds holding Ishares Tr usa min vo