Milestone Asset Management Group’s iShares S&P 100 ETF OEF Stock Holding History

Milestone Asset Management Group’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$360K	Sell
2025 Q1	$410K	Hold
2024 Q4	$437K	Buy