iShares Russell 2000 Value Index shares owned by Milestone Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Milestone Investment Advisors
from 13F filings
Historical chart of Milestone Investment Advisors investment in iShares Russell 2000 Value Index
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All positions including iShares Russell 2000 Value Index held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Value Index by Milestone Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13k | 76 | 166.17 |
| 2024-06-30 | $12k | 76 | 151.70 |
| 2024-03-31 | $12k | 76 | 158.18 |
| 2023-12-31 | $12k | 76 | 154.72 |
| 2023-09-30 | $10k | 76 | 135.03 |
| 2023-06-30 | $11k | 76 | 140.25 |
| 2023-03-31 | $10k | 76 | 136.49 |
| 2022-12-31 | $11k | 76 | 138.12 |
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