Milestone Investment Advisors LLC's ownership history for IWY


Milestone Investment Advisors LLC currently holds 21.3K shares with a market value of $5.3M. It started holding IWY on 2024-09-30. At its peak, it held 29.0K shares on 2024-09-30. Its highest holding value was $6.4M on 2024-12-31. At its lowest, it held 21.2K shares on 2025-12-31, with a value of $5.3M on 2025-03-31. In the recent 180 days, Milestone Investment Advisors LLC has decreased its shares by 1.2K. In the recent year, Milestone Investment Advisors LLC has decreased its shares by 3.8K.


Milestone Investment Advisors LLC's ownership history for IWY