Milestone Asset Management Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$889K	Buy	4,548 +559	+14%	+$109K	0.66%	43
2025 Q1	$760K	Buy	3,989 +52	+1%	+$9.91K	0.69%	46
2024 Q4	$752K	Buy	+3,937	New	+$752K	0.67%	47