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Milestone Investment Advisors LLC: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Milestone Investment Advisors LLC on IWY, newest first. How the timeline and the estimate are built.

Milestone Investment Advisors LLC held 19,964 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,964 shares
    Change vs previous 13F -1,384 shares

    1.25% of the 13F portfolio, value $5,801,938.

    13F-HR 0001967018-26-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,348 shares
    Change vs previous 13F +149 shares

    1.28% of the 13F portfolio, value $5,312,237.

    13F-HR 0001967018-26-000002 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,199 shares
    Change vs previous 13F -1,382 shares

    1.42% of the 13F portfolio, value $5,870,852.

    13F-HR 0001967018-26-000001 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,581 shares
    Change vs previous 13F -415 shares

    1.54% of the 13F portfolio, value $6,179,291.

    13F-HR 0001967018-25-000005 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,996 shares
    Change vs previous 13F -2,164 shares

    1.48% of the 13F portfolio, value $5,668,744.

    13F-HR 0001967018-25-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,160 shares
    Change vs previous 13F -2,156 shares

    1.47% of the 13F portfolio, value $5,307,251.

    13F-HR 0001967018-25-000002 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 27,316 shares
    Change vs previous 13F -1,645 shares

    1.75% of the 13F portfolio, value $6,426,636.

    13F-HR 0001967018-25-000001 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 28,961 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $6,372,869.

    13F-HR 0001967018-24-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).