Milestone Advisory Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Milestone Advisory Partners’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$216K	Buy	+1,221	New	+$229K	0.18%	67

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Milestone Advisory Partners's IWM Position: Q3 2023 in Review

Milestone Advisory Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2023: 1,221 shares worth $216K. The stake represents 0.18% of the portfolio and ranks #67 among its holdings.

1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Milestone Advisory Partners held 1,221 shares of iShares Russell 2000 ETF worth $216K as of Q3 2023.
iShares Russell 2000 ETF was a new Milestone Advisory Partners position in Q3 2023.
iShares Russell 2000 ETF made up 0.18% of Milestone Advisory Partners's portfolio in Q3 2023, its #67 holding.
1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.