ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 21,199 Value ($000) $5,871 Avg Close — Range —
Q3 2025
Shares 22,581 Value ($000) $6,179 Avg Close — Range —
Q2 2025
Shares 22,996 Value ($000) $5,669 Avg Close — Range —
Q1 2025
Shares 25,160 Value ($000) $5,307 Avg Close — Range —
Q4 2024
Shares 27,316 Value ($000) $6,427 Avg Close — Range —
Q3 2024
Shares 28,961 Value ($000) $6,373 Avg Close — Range —
Q2 2024
Shares 43,500 Value ($000) $9,332 Avg Close — Range —
Q1 2024
Shares 51,171 Value ($000) $9,983 Avg Close — Range —
Q4 2023
Shares 56,929 Value ($000) $9,975 Avg Close — Range —
Q3 2023
Shares 61,369 Value ($000) $9,440 Avg Close — Range —
Q2 2023
Shares 57,715 Value ($000) $9,151 Avg Close — Range —
Q1 2023
Shares 55,995 Value ($000) $7,779 Avg Close — Range —
Q4 2022
Shares 53,490 Value ($000) $6,447 Avg Close — Range —