Milestone Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$63.2K | 0.02% | 79 |
|