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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
Q3 		$652K Sell
2,344
-932
-28% -$274K 0.1% 158
2026
Q2 		$985K Buy
3,276
+1,161
+55% +$326K 0.15% 142
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Milestone Asset Management's IWM Position: Q3 2026 in Review

Milestone Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 28% in Q3 2026, selling an estimated $274K and leaving 2,344 shares worth $652K. The position accounts for 0.1% of the portfolio, ranked #158.

Milestone Asset Management first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.19M in Q1 2025. 1,508 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Milestone Asset Management held 2,344 shares of iShares Russell 2000 ETF worth $652K as of Q3 2026.
  • Milestone Asset Management sold 932 iShares Russell 2000 ETF shares in Q3 2026, an estimated $274K.
  • iShares Russell 2000 ETF made up 0.1% of Milestone Asset Management's portfolio in Q3 2026, its #158 holding.
  • Milestone Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
  • Milestone Asset Management's iShares Russell 2000 ETF position peaked at $1.19M in Q1 2025.
  • 1,508 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.