iShares Russell 2000 Index shares owned by Milestone Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 14k | 241.95 |
| 2025-06-30 | $3.1M | 15k | 215.79 |
| 2025-03-31 | $3.0M | 15k | 199.48 |
| 2024-12-31 | $3.5M | 16k | 220.97 |
| 2024-09-30 | $3.9M | 18k | 220.89 |
| 2024-06-30 | $3.7M | 19k | 202.89 |
| 2024-03-31 | $4.0M | 19k | 210.30 |
| 2023-12-31 | $3.7M | 19k | 200.72 |
| 2023-09-30 | $3.1M | 18k | 177.57 |
| 2023-06-30 | $3.3M | 18k | 187.27 |
| 2023-03-31 | $3.2M | 18k | 178.40 |
| 2022-12-31 | $3.1M | 18k | 174.36 |
| 2022-09-30 | $4.4M | 29k | 151.34 |
| 2022-06-30 | $3.1M | 18k | 169.35 |
| 2022-03-31 | $3.7M | 18k | 205.29 |
| 2021-12-31 | $4.0M | 18k | 222.43 |
| 2021-09-30 | $4.4M | 29k | 151.34 |
| 2021-06-30 | $4.5M | 20k | 229.35 |
| 2021-03-31 | $3.5M | 16k | 220.97 |
| 2020-12-31 | $3.3M | 17k | 196.07 |
| 2020-09-30 | $2.9M | 20k | 149.79 |
| 2020-06-30 | $3.1M | 22k | 143.17 |
| 2020-03-31 | $3.0M | 26k | 114.47 |
| 2019-12-31 | $5.0M | 30k | 165.67 |
| 2019-09-30 | $4.4M | 29k | 151.34 |
| 2019-06-30 | $5.0M | 32k | 155.50 |
| 2019-03-31 | $5.7M | 37k | 153.08 |
| 2018-12-31 | $5.8M | 44k | 133.90 |
| 2018-09-30 | $7.0M | 42k | 168.54 |
| 2018-06-30 | $7.7M | 47k | 163.76 |
| 2018-03-31 | $7.7M | 51k | 151.83 |
| 2017-12-31 | $7.9M | 52k | 152.45 |
| 2017-09-30 | $7.9M | 53k | 148.18 |
| 2017-06-30 | $7.6M | 54k | 140.91 |
| 2017-03-31 | $7.8M | 56k | 137.48 |
| 2016-12-31 | $8.3M | 62k | 134.85 |
| 2016-09-30 | $7.7M | 62k | 124.22 |
| 2016-06-30 | $7.3M | 63k | 114.99 |
| 2016-03-31 | $7.5M | 68k | 110.64 |
| 2015-12-31 | $7.9M | 70k | 112.62 |
| 2015-09-30 | $7.6M | 70k | 109.20 |
| 2015-06-30 | $8.7M | 70k | 124.86 |
| 2015-03-31 | $8.6M | 69k | 124.37 |
| 2014-12-31 | $8.7M | 73k | 119.62 |
| 2014-09-30 | $8.1M | 74k | 109.35 |
| 2014-06-30 | $8.8M | 74k | 118.80 |
| 2014-03-31 | $8.7M | 75k | 116.34 |
| 2013-12-31 | $9.1M | 79k | 115.35 |
| 2013-09-30 | $8.6M | 81k | 106.61 |
| 2013-06-30 | $8.0M | 83k | 97.00 |
| 2013-03-31 | $8.0M | 84k | 94.43 |
| 2012-12-31 | $7.5M | 89k | 84.32 |
| 2012-09-30 | $7.6M | 91k | 83.44 |
| 2012-06-30 | $7.4M | 93k | 79.56 |
| 2012-03-31 | $8.0M | 96k | 82.81 |
| 2011-12-31 | $7.5M | 101k | 73.75 |
| 2011-06-30 | $8.4M | 102k | 82.80 |
| 2011-03-31 | $8.9M | 106k | 84.17 |