Milestone Group »

iShares S&P SmallCap 600 Value Idx shares owned by Milestone Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx held by Milestone 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 S&P SmallCap 600 Value Idx by Milestone Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $16k 157 103.07
2023-12-31 $16k 157 103.13
2020-03-31 $528k 5.3k 99.91
2019-12-31 $1.1M 6.8k 160.73
2018-12-31 $247k 1.9k 131.66
2018-09-30 $296k 1.8k 166.67
2018-06-30 $291k 1.8k 163.39
2018-03-31 $277k 1.8k 150.71
2017-12-31 $282k 1.8k 153.43
2017-09-30 $345k 2.3k 148.45
2017-06-30 $327k 2.3k 139.80
2017-03-31 $355k 2.6k 138.78
2016-12-31 $358k 2.6k 139.95
2016-09-30 $337k 2.7k 124.81
2016-03-31 $561k 4.9k 113.40
2015-12-31 $535k 4.9k 108.15

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 Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
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 S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
LPL Financial
Commonwealth Equity Services
Bessemer
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Value Idx