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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.7K Hold
562
0.01% 103
2025
Q1
$47.8K Buy
+562
New +$47.8K 0.01% 104