MAMG
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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.58M Buy
7,381
+622
+9% +$386K 3.39% 5
2025
Q1 		$3.8M Buy
6,759
+128
+2% +$71.9K 3.43% 4
2024
Q4 		$3.9M Buy
+6,631
New +$3.9M 3.49% 5