ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 60 Value ($000) $13 Avg Close — Range —
Q3 2025
Shares 60 Value ($000) $12 Avg Close — Range —
Q2 2025
Shares 218 Value ($000) $42 Avg Close — Range —
Q1 2025
Shares 218 Value ($000) $41 Avg Close — Range —