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

Milestone Asset Management’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
Q2 		$14M Buy
18,751
+10,942
+140% +$7.97M 2.21% 5
2026
Q1 		$5.1M Buy
7,809
+6,731
+624% +$4.6M 0.94% 27
2025
Q4 		$739K Sell
1,078
-41
-4% -$27.8K 0.14% 129
2025
Q3 		$749K Buy
1,119
+102
+10% +$65.7K 0.14% 121
2025
Q2 		$632K Buy
1,017
+2
+0.2% +$1.15K 0.13% 123
2025
Q1 		$571K Sell
1,015
-52
-5% -$30.7K 0.12% 129
2024
Q4 		$628K Buy
1,067
+1
+0.1% +$592 0.14% 138
2024
Q3 		$615K Buy
1,066
+1
+0.1% +$556 0.14% 127
2024
Q2 		$583K Sell
1,065
-118
-10% -$62K 0.15% 119
2024
Q1 		$622K Sell
1,183
-98
-8% -$49K 0.18% 91
2023
Q4 		$612K Buy
1,281
+6
+0.5% +$2.69K 0.2% 28
2023
Q3 		$548K Sell
1,275
-252
-17% -$113K 0.19% 28
2023
Q2 		$681K Buy
1,527
+69
+5% +$29.1K 0.3% 20
2023
Q1 		$599K Sell
1,458
-432
-23% -$173K 0.34% 36
2022
Q4 		$760K Buy
+1,890
New +$729K 0.45% 25

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Milestone Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 140% in Q2 2026, buying an estimated $7.97M and bringing the position to 18,751 shares worth $14M. The position accounts for 2.21% of the portfolio, ranked #5.

Milestone Asset Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Milestone Asset Management held 18,751 shares of iShares Core S&P 500 ETF worth $14M as of Q2 2026.
  • Milestone Asset Management bought 10,942 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.97M.
  • iShares Core S&P 500 ETF made up 2.21% of Milestone Asset Management's portfolio in Q2 2026, its #5 holding.
  • Milestone Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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