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

Milestone Asset Management’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
Q2 		– Sell
-4,582
Closed -$968K – 278
2026
Q1 		$968K Buy
+4,582
New +$992K 0.18% 122
2025
Q1 		– Sell
-4,411
Closed -$842K – 230
2024
Q4 		$842K Buy
+4,411
New +$875K 0.19% 122
2024
Q3 		– Sell
-3,228
Closed -$588K – 216
2024
Q2 		$588K Sell
3,228
-9,716
-75% -$1.77M 0.15% 118
2024
Q1 		$2.42M Buy
+12,944
New +$2.3M 0.69% 36

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Milestone Asset Management's IVE Position: Q2 2026 in Review

Milestone Asset Management sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 4,582 shares — an estimated $968K sold.

Milestone Asset Management first reported a position in IVE in Q1 2024 and held it in 4 quarters. The position peaked at $2.42M in Q1 2024. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Milestone Asset Management reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Milestone Asset Management sold 4,582 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $968K.
  • Milestone Asset Management first reported a position in iShares S&P 500 Value ETF in Q1 2024 and held it in 4 quarters.
  • Milestone Asset Management's iShares S&P 500 Value ETF position peaked at $2.42M in Q1 2024.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.