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

Milestone Asset Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.4M Sell
53,823
-2,137
-4% -$282K 1.16% 16
2026
Q1 		$6.33M Buy
+55,960
New +$6.73M 1.17% 14

Other funds holding IVW

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Milestone Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.8% in Q2 2026, selling an estimated $282K and leaving 53,823 shares worth $7.4M. The position accounts for 1.16% of the portfolio, ranked #16.

Milestone Asset Management first reported a position in IVW in Q1 2026 and has held it in 2 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Milestone Asset Management held 53,823 shares of iShares S&P 500 Growth ETF worth $7.4M as of Q2 2026.
  • Milestone Asset Management sold 2,137 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $282K.
  • iShares S&P 500 Growth ETF made up 1.16% of Milestone Asset Management's portfolio in Q2 2026, its #16 holding.
  • Milestone Asset Management first reported a position in iShares S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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