Milestone Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Milestone Investment Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$107K	Hold	300	–	–	0.03%	102
2025 Q4	$112K	Hold	300	–	–	0.03%	97
2025 Q3	$110K	Hold	300	–	–	0.03%	94
2025 Q2	$102K	Hold	300	–	–	0.03%	94
2025 Q1	$92K	Hold	300	–	–	0.03%	95
2024 Q4	$96.6K	Hold	300	–	–	0.03%	93
2024 Q3	$94.3K	Hold	300	–	–	0.03%	93
2024 Q2	$89.3K	Hold	300	–	–	0.02%	92
2024 Q1	$86.4K	Hold	300	–	–	0.02%	91
2023 Q4	$78.7K	Hold	300	–	–	0.02%	86
2023 Q3	$70.5K	Hold	300	–	–	0.02%	168
2023 Q2	$73.1K	Hold	300	–	–	0.02%	80
2023 Q1	$67.6K	Hold	300	–	–	0.02%	177
2022 Q4	$63.2K	Buy	+300	New	+$63.5K	0.02%	79

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Milestone Investment Advisors's IWB Position: Q1 2026 in Review

Milestone Investment Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 300 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #102.

Milestone Investment Advisors first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $112K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Milestone Investment Advisors held 300 shares of iShares Russell 1000 ETF worth $107K as of Q1 2026.
Milestone Investment Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.03% of Milestone Investment Advisors's portfolio in Q1 2026, its #102 holding.
Milestone Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
Milestone Investment Advisors's iShares Russell 1000 ETF position peaked at $112K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Milestone Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.