Milestone Asset Management, LLC Ishares Russell 2000 ETF Transaction History

Milestone Asset Management, LLC

$529 Billion
Q3 2025

A detailed history of Milestone Asset Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Milestone Asset Management, LLC holds 3,400 shares of IWM stock, worth $807,432. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,400

Previous 4,028 15.59%

Holding current value

$807,432

Previous $869 Million 5.35%

% of portfolio

0.16%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$214.92 - $244.84 $134,969 - $153,759	-628 Reduced 15.59%	3,400 $823 Million
Q2 2025 Aug 05, 2025	SELL	$174.82 - $215.79 $342,122 - $422,301	-1,957 Reduced 32.7%	4,028 $869 Million
Q1 2025 Apr 09, 2025	BUY	$198.1 - $229.79 $469,893 - $545,061	2,372 Added 65.65%	5,985 $1.19 Billion
Q4 2024 Jan 23, 2025	BUY	$216.13 - $242.4 $561,721 - $629,997	2,599 Added 256.31%	3,613 $798 Million
Q3 2024 Oct 25, 2024	SELL	$200.87 - $224.6 $24,506 - $27,401	-122 Reduced 10.74%	1,014 $224 Million

Q2 2024 Jul 19, 2024	BUY	$192.84 - $209.44 $2,892 - $3,141	15 Added 1.34%	1,136 $230 Million
Q1 2024 Apr 23, 2024	SELL	$189.48 - $210.3 $19,516 - $21,660	-103 Reduced 8.42%	1,121 $236 Million
Q4 2023 Jan 23, 2024	BUY	$162.21 - $204.82 $198,545 - $250,699	1,224 New	1,224 $246 Million

Others Institutions Holding IWM

# of Institutions

3,027

Shares Held

284M

Call Options Held

229M

Put Options Held

551M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Milestone Asset Management, LLC Ishares Russell 2000 ETF Transaction History