Milestone Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Sell |
4,028
-1,957
| -33% | -$422K | 0.18% | 103 |
|
|
2025
Q1 | $1.19M | Buy |
5,985
+2,372
| +66% | +$473K | 0.25% | 79 |
|
|
2024
Q4 | $798K | Buy |
3,613
+2,599
| +256% | +$574K | 0.18% | 124 |
|
|
2024
Q3 | $224K | Sell |
1,014
-122
| -11% | -$27K | 0.05% | 191 |
|
|
2024
Q2 | $230K | Buy |
1,136
+15
| +1% | +$3.04K | 0.06% | 183 |
|
|
2024
Q1 | $236K | Sell |
1,121
-103
| -8% | -$21.7K | 0.07% | 154 |
|
|
2023
Q4 | $246K | Buy |
+1,224
| New | +$246K | 0.08% | 69 |
|