MIA
Milestone Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67M | Sell |
22,996
-2,164
| -9% | -$533K | 1.48% | 24 |
|
|
2025
Q1 | $5.31M | Sell |
25,160
-2,156
| -8% | -$455K | 1.47% | 23 |
|
|
2024
Q4 | $6.43M | Sell |
27,316
-1,645
| -6% | -$387K | 1.75% | 17 |
|
|
2024
Q3 | $6.37M | Sell |
28,961
-14,539
| -33% | -$3.2M | 1.79% | 17 |
|
|
2024
Q2 | $9.33M | Sell |
43,500
-7,671
| -15% | -$1.65M | 2.48% | 12 |
|
|
2024
Q1 | $9.98M | Sell |
51,171
-5,758
| -10% | -$1.12M | 2.69% | 12 |
|
|
2023
Q4 | $9.98M | Sell |
56,929
-4,440
| -7% | -$778K | 2.9% | 13 |
|
|
2023
Q3 | $9.44M | Buy |
61,369
+3,654
| +6% | +$562K | 2.69% | 11 |
|
|
2023
Q2 | $9.15M | Buy |
57,715
+1,720
| +3% | +$273K | 2.83% | 13 |
|
|
2023
Q1 | $7.78M | Buy |
55,995
+2,505
| +5% | +$348K | 2.4% | 13 |
|
|
2022
Q4 | $6.45M | Buy |
+53,490
| New | +$6.45M | 2.26% | 15 |
|