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

Milestone Asset Management Group’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.18M	Buy	5,154 +53	+1%	+$12.4K	0.54%	43
2026 Q2	$1.16M	Buy	5,101 +96	+2%	+$21.4K	0.58%	44
2026 Q1	$1.06M	Sell	5,005 -47	-0.9%	-$10.2K	0.62%	43
2025 Q4	$1.07M	Buy	5,052 +483	+11%	+$101K	0.6%	46
2025 Q3	$944K	Buy	4,569 +21	+0.5%	+$4.22K	0.59%	45
2025 Q2	$889K	Buy	4,548 +559	+14%	+$104K	0.66%	43
2025 Q1	$760K	Buy	3,989 +52	+1%	+$10.1K	0.69%	46
2024 Q4	$752K	Buy	+3,937	New	+$781K	0.67%	47

Other funds holding IVE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Milestone Asset Management Group's IVE Position: Q3 2026 in Review

Milestone Asset Management Group increased its iShares S&P 500 Value ETF (IVE) stake by 1% in Q3 2026, buying an estimated $12.4K and bringing the position to 5,154 shares worth $1.18M. The position accounts for 0.54% of the portfolio, ranked #43.

Milestone Asset Management Group first reported a position in IVE in Q4 2024 and has held it in 8 quarters since. 1,119 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Milestone Asset Management Group held 5,154 shares of iShares S&P 500 Value ETF worth $1.18M as of Q3 2026.
Milestone Asset Management Group bought 53 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $12.4K.
iShares S&P 500 Value ETF made up 0.54% of Milestone Asset Management Group's portfolio in Q3 2026, its #43 holding.
Milestone Asset Management Group first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 8 quarters since.
1,119 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.