ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 669 Value ($000) $88 Avg Close — Range —
Q3 2025
Shares 669 Value ($000) $87 Avg Close — Range —
Q2 2025
Shares 669 Value ($000) $83 Avg Close — Range —
Q1 2025
Shares 669 Value ($000) $80 Avg Close — Range —
Q4 2024
Shares 669 Value ($000) $84 Avg Close — Range —
Q3 2024
Shares 669 Value ($000) $83 Avg Close — Range —
Q2 2024
Shares 669 Value ($000) $76 Avg Close — Range —
Q1 2024
Shares 669 Value ($000) $79 Avg Close — Range —
Q4 2023
Shares 669 Value ($000) $76 Avg Close — Range —
Q3 2023
Shares 669 Value ($000) $67 Avg Close — Range —
Q2 2023
Shares 669 Value ($000) $72 Avg Close — Range —
Q1 2023
Shares 669 Value ($000) $69 Avg Close — Range —
Q4 2022
Shares 669 Value ($000) $67 Avg Close — Range —