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Milestone Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Milestone Asset Management’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
2026
Q2 		$985K Buy
3,276
+1,161
+55% +$326K 0.15% 141
2026
Q1 		$525K Sell
2,115
-1,296
-38% -$334K 0.1% 164
2025
Q4 		$840K Buy
3,411
+11
+0.3% +$2.7K 0.16% 119
2025
Q3 		$823K Sell
3,400
-628
-16% -$144K 0.16% 111
2025
Q2 		$869K Sell
4,028
-1,957
-33% -$394K 0.18% 103
2025
Q1 		$1.19M Buy
5,985
+2,372
+66% +$515K 0.25% 79
2024
Q4 		$798K Buy
3,613
+2,599
+256% +$593K 0.18% 125
2024
Q3 		$224K Sell
1,014
-122
-11% -$26.1K 0.05% 193
2024
Q2 		$230K Buy
1,136
+15
+1% +$3.03K 0.06% 183
2024
Q1 		$236K Sell
1,121
-103
-8% -$20.5K 0.07% 154
2023
Q4 		$246K Buy
+1,224
New +$219K 0.08% 69

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Milestone Asset Management's IWM Position: Q2 2026 in Review

Milestone Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 55% in Q2 2026, buying an estimated $326K and bringing the position to 3,276 shares worth $985K. The position accounts for 0.15% of the portfolio, ranked #141.

Milestone Asset Management first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Milestone Asset Management held 3,276 shares of iShares Russell 2000 ETF worth $985K as of Q2 2026.
  • Milestone Asset Management bought 1,161 iShares Russell 2000 ETF shares in Q2 2026, an estimated $326K.
  • iShares Russell 2000 ETF made up 0.15% of Milestone Asset Management's portfolio in Q2 2026, its #141 holding.
  • Milestone Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Milestone Asset Management's iShares Russell 2000 ETF position peaked at $1.19M in Q1 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.