Milestone Asset Management, LLC Russell Micro Cap ETF Transaction History

Milestone Asset Management, LLC

  • $470 Billion
  • Q1 2025

A detailed history of Milestone Asset Management, LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Milestone Asset Management, LLC holds 3,142 shares of IWC stock, worth $347,473. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,142
Previous 4,797 34.5%
Holding current value
$347,473
Previous $626 Million 44.28%
% of portfolio
0.07%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$110.91 - $133.46 $183,556 - $220,876
-1,655 Reduced 34.5%
3,142 $349 Million
Q4 2024

Jan 23, 2025
BUY
$120.3 - $138.84 $183,818 - $212,147
1,528 Added 46.74%
4,797 $626 Million
Q3 2024

Oct 25, 2024
BUY
$112.21 - $129.46 $366,814 - $423,204
3,269 New
3,269 $403 Million

Others Institutions Holding IWC

# of Institutions
245
Shares Held
3.94M
Call Options Held
12.4K
Put Options Held
4K
View Full List

About RUSSELL MICRO CAP ETF

IWC Quotes by TradingView
  • Ticker IWC
  • Sector ETFs
  • Industry ETFs
More about IWC
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email