ISHARES TR

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

Milestone Asset Management Group, LLC's Holding History (CIK: 0002063452)

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

Q4 2025
Shares 8,903 Value ($000) $1,097 Avg Close — Range —
Q3 2025
Shares 9,030 Value ($000) $1,090 Avg Close — Range —
Q2 2025
Shares 9,022 Value ($000) $993 Avg Close — Range —
Q1 2025
Shares 8,317 Value ($000) $772 Avg Close — Range —
Q4 2024
Shares 8,230 Value ($000) $836 Avg Close — Range —