iShares Russell 2000 Value Index shares owned by Milestone Group
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $102k | 670 | 152.33 |
| 2024-03-31 | $106k | 669 | 158.88 |
| 2023-12-31 | $104k | 669 | 155.36 |
| 2023-09-30 | $98k | 716 | 136.49 |
| 2023-06-30 | $97k | 690 | 140.80 |
| 2023-03-31 | $95k | 690 | 137.02 |
| 2022-12-31 | $96k | 690 | 138.67 |
| 2022-09-30 | $89k | 690 | 128.99 |
| 2022-06-30 | $94k | 690 | 136.23 |
| 2020-03-31 | $322k | 3.9k | 82.04 |
| 2019-12-31 | $1.2M | 9.6k | 128.56 |
| 2019-06-30 | $210k | 1.7k | 120.48 |
| 2019-03-31 | $232k | 1.9k | 119.71 |
| 2018-12-31 | $208k | 1.9k | 107.33 |
| 2018-09-30 | $531k | 4.0k | 132.95 |
| 2018-06-30 | $544k | 4.1k | 131.91 |
| 2018-03-31 | $529k | 4.3k | 121.86 |
| 2017-12-31 | $546k | 4.3k | 125.78 |
| 2017-09-30 | $623k | 5.0k | 124.20 |
| 2017-06-30 | $596k | 5.0k | 118.82 |
| 2017-03-31 | $625k | 5.3k | 118.10 |
| 2016-12-31 | $679k | 5.7k | 118.96 |
| 2016-09-30 | $341k | 3.3k | 104.83 |
| 2016-06-30 | $316k | 3.3k | 97.14 |
| 2016-03-31 | $303k | 3.3k | 93.14 |
| 2015-12-31 | $362k | 3.9k | 92.02 |
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