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Milestone Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Milestone Wealth’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
2022
Q3 		$304K Hold
1,841
– – 0.34% 32
2022
Q2 		$312K Buy
1,841
+1,830
+16,636% +$337K 0.33% 36
2022
Q1 		$2K Hold
11
– – ﹤0.01% 242
2021
Q4 		$2K Buy
+11
New +$2.49K ﹤0.01% 242

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Milestone Wealth's IWM Position: Q3 2022 in Review

Milestone Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q3 2022 at 1,841 shares worth $304K. The position accounts for 0.34% of the portfolio, ranked #32.

Milestone Wealth first reported a position in IWM in Q4 2021 and has held it in 4 quarters since. The position peaked at $312K in Q2 2022. 1,856 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

  • Milestone Wealth held 1,841 shares of iShares Russell 2000 ETF worth $304K as of Q3 2022.
  • Milestone Wealth left its iShares Russell 2000 ETF share count unchanged in Q3 2022.
  • iShares Russell 2000 ETF made up 0.34% of Milestone Wealth's portfolio in Q3 2022, its #32 holding.
  • Milestone Wealth first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares Russell 2000 ETF position peaked at $312K in Q2 2022.
  • 1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.