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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$42.3K	Hold	218	–	–	0.01%	105
2025 Q1	$41K	Buy	+218	New	+$41K	0.01%	106