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Milestone Investment Advisors »

iShares Russell 2000 Growth Index shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in iShares Russell 2000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth Index held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Growth Index by Milestone Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$44k	175	252.65
2023-09-30	$39k	175	224.53
2023-06-30	$43k	175	243.07
2023-03-31	$40k	175	227.21
2022-12-31	$38k	175	214.88

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Vanguard Index Fds Total Stk Mkt (VTI)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Vanguard Index Fds Growth Etf (VUG)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

Schwab Strategic Tr Us Mid-cap Etf (SCHM)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Wisdomtree Tr Floatng Rat Trea (USFR)

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

Ishares Tr Rus Tp200 Gr Etf (IWY)

Vanguard Whitehall Fds High Div Yld (VYM)

Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

Top funds holding iShares Russell 2000 Growth Index

Morgan Stanley

Bank of America Corporation

Babson Capital Management

Tiaa Trust, National Association

Envestnet Asset Management

Wells Fargo & Company

Cassaday & Co Wealth Management

Goldman Sachs Group

Commonwealth Equity Services

Pnc Financial Services

View all funds holding iShares Russell 2000 Growth Index

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