Milestone Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$180K	Hold	457	–	–	0.04%	91
2026 Q1	$144K	Hold	457	–	–	0.03%	94
2025 Q4	$148K	Hold	457	–	–	0.04%	91
2025 Q3	$146K	Hold	457	–	–	0.04%	88
2025 Q2	$131K	Hold	457	–	–	0.03%	89
2025 Q1	$117K	Buy	457 +282	+161%	+$79.6K	0.03%	89
2024 Q4	$50.5K	Hold	175	–	–	0.01%	104
2024 Q3	$49.8K	Hold	175	–	–	0.01%	102
2024 Q2	$46K	Hold	175	–	–	0.01%	103
2024 Q1	$47.5K	Hold	175	–	–	0.01%	100
2023 Q4	$44.2K	Hold	175	–	–	0.01%	95
2023 Q3	$39.3K	Hold	175	–	–	0.01%	217
2023 Q2	$42.5K	Hold	175	–	–	0.01%	88
2023 Q1	$39.8K	Hold	175	–	–	0.01%	221
2022 Q4	$37.6K	Buy	+175	New	+$38.3K	0.01%	86

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Milestone Investment Advisors's IWO Position: Q2 2026 in Review

Milestone Investment Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 457 shares worth $180K. The position accounts for 0.04% of the portfolio, ranked #91.

Milestone Investment Advisors first reported a position in IWO in Q4 2022 and has held it in 15 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Milestone Investment Advisors held 457 shares of iShares Russell 2000 Growth ETF worth $180K as of Q2 2026.
Milestone Investment Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.04% of Milestone Investment Advisors's portfolio in Q2 2026, its #91 holding.
Milestone Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.