Milestone Asset Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$993K	Buy	9,022 +705	+8%	+$77.6K	0.74%	39
2025 Q1	$772K	Buy	8,317 +87	+1%	+$8.08K	0.7%	45
2024 Q4	$836K	Buy	+8,230	New	+$836K	0.75%	39