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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Milestone Group consolidated in one spreadsheet with up to 7 years of data

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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
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