Milestone Asset Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.1M	Buy	7,964 +88	+1%	+$67.2K	2.82%	8
2026 Q2	$5.9M	Sell	7,876 -9	-0.1%	-$6.55K	2.97%	7
2026 Q1	$5.15M	Buy	7,885 +23	+0.3%	+$15.7K	3.01%	7
2025 Q4	$5.38M	Buy	7,862 +406	+5%	+$276K	3.04%	7
2025 Q3	$4.99M	Buy	7,456 +75	+1%	+$48.3K	3.14%	6
2025 Q2	$4.58M	Buy	7,381 +622	+9%	+$357K	3.39%	5
2025 Q1	$3.8M	Buy	6,759 +128	+2%	+$75.6K	3.43%	4
2024 Q4	$3.9M	Buy	+6,631	New	+$3.92M	3.49%	5

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

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

Milestone Asset Management Group increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q3 2026, buying an estimated $67.2K and bringing the position to 7,964 shares worth $6.1M. The position accounts for 2.82% of the portfolio, ranked #8.

Milestone Asset Management Group first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Milestone Asset Management Group held 7,964 shares of iShares Core S&P 500 ETF worth $6.1M as of Q3 2026.
Milestone Asset Management Group bought 88 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $67.2K.
iShares Core S&P 500 ETF made up 2.82% of Milestone Asset Management Group's portfolio in Q3 2026, its #8 holding.
Milestone Asset Management Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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