Milestone Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$169K	Hold	1,321	–	–	0.04%	93
2025 Q4	$181K	Hold	1,321	–	–	0.04%	87
2025 Q3	$188K	Hold	1,321	–	–	0.05%	84
2025 Q2	$183K	Sell	1,321 -94	-7%	-$11.9K	0.05%	81
2025 Q1	$166K	Hold	1,415	–	–	0.05%	83
2024 Q4	$179K	Hold	1,415	–	–	0.05%	81
2024 Q3	$166K	Hold	1,415	–	–	0.05%	84
2024 Q2	$156K	Hold	1,415	–	–	0.04%	82
2024 Q1	$162K	Hold	1,415	–	–	0.04%	79
2023 Q4	$148K	Hold	1,415	–	–	0.04%	76
2023 Q3	$129K	Buy	1,415 +257	+22%	+$24.6K	0.04%	130
2023 Q2	$112K	Hold	1,158	–	–	0.03%	76
2023 Q1	$105K	Hold	1,158	–	–	0.03%	141
2022 Q4	$96.8K	Buy	+1,158	New	+$97.5K	0.03%	74

Other funds holding IWP

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

Bank of America

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

Envestnet Asset Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group

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