Milestone Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $749K | Buy |
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|
2025
Q2 | $632K | Buy |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $628K | Buy |
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|
2024
Q3 | $615K | Buy |
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|
2024
Q2 | $583K | Sell |
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|
2024
Q1 | $622K | Sell |
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|
2023
Q4 | $612K | Buy |
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|
2023
Q3 | $548K | Sell |
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|
2023
Q2 | $681K | Buy |
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|
2023
Q1 | $599K | Sell |
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|
2022
Q4 | $760K | Buy |
|