iShares Russell 2000 Index shares owned by Milestone Asset Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Milestone Asset Management
from 13F filings
Historical chart of Milestone Asset Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Milestone Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $823k | 3.4k | 241.98 |
| 2025-06-30 | $869k | 4.0k | 215.80 |
| 2025-03-31 | $1.2M | 6.0k | 199.52 |
| 2024-12-31 | $798k | 3.6k | 220.96 |
| 2024-09-30 | $224k | 1.0k | 221.06 |
| 2024-06-30 | $231k | 1.1k | 202.89 |
| 2024-03-31 | $236k | 1.1k | 210.30 |
| 2023-12-31 | $246k | 1.2k | 200.71 |
More positions owned by Milestone Asset Management
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