ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Milestone Investment Advisors LLC's Holding History (CIK: 0001967018)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,076 Value ($000) $133 Avg Close — Range —
Q3 2025
Shares 1,076 Value ($000) $130 Avg Close — Range —
Q2 2025
Shares 1,076 Value ($000) $118 Avg Close — Range —
Q1 2025
Shares 1,076 Value ($000) $100 Avg Close — Range —
Q4 2024
Shares 1,076 Value ($000) $109 Avg Close — Range —
Q3 2024
Shares 1,076 Value ($000) $103 Avg Close — Range —
Q2 2024
Shares 1,076 Value ($000) $100 Avg Close — Range —
Q1 2024
Shares 1,076 Value ($000) $91 Avg Close — Range —
Q4 2023
Shares 1,076 Value ($000) $81 Avg Close — Range —
Q3 2023
Shares 1,076 Value ($000) $74 Avg Close — Range —
Q2 2023
Shares 1,076 Value ($000) $76 Avg Close — Range —
Q1 2023
Shares 1,076 Value ($000) $69 Avg Close — Range —
Q4 2022
Shares 1,076 Value ($000) $63 Avg Close — Range —