Milestone Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Hold |
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2025
Q1 | $92K | Hold |
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|
2024
Q4 | $96.6K | Hold |
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2024
Q3 | $94.3K | Hold |
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|
2024
Q2 | $89.3K | Hold |
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|
2024
Q1 | $86.4K | Hold |
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|
2023
Q4 | $78.7K | Hold |
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|
2023
Q3 | $70.5K | Hold |
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|
2023
Q2 | $73.1K | Hold |
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|
2023
Q1 | $67.6K | Hold |
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|
2022
Q4 | $63.2K | Buy |
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