ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 1,321 Value ($000) $181 Avg Close — Range —
Q3 2025
Shares 1,321 Value ($000) $188 Avg Close — Range —
Q2 2025
Shares 1,321 Value ($000) $183 Avg Close — Range —
Q1 2025
Shares 1,415 Value ($000) $166 Avg Close — Range —
Q4 2024
Shares 1,415 Value ($000) $179 Avg Close — Range —
Q3 2024
Shares 1,415 Value ($000) $166 Avg Close — Range —
Q2 2024
Shares 1,415 Value ($000) $156 Avg Close — Range —
Q1 2024
Shares 1,415 Value ($000) $162 Avg Close — Range —
Q4 2023
Shares 1,415 Value ($000) $148 Avg Close — Range —
Q3 2023
Shares 1,415 Value ($000) $129 Avg Close — Range —
Q2 2023
Shares 1,158 Value ($000) $112 Avg Close — Range —
Q1 2023
Shares 1,158 Value ($000) $105 Avg Close — Range —
Q4 2022
Shares 1,158 Value ($000) $97 Avg Close — Range —