MAM
IVW icon

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
Q3 		$5.26M Sell
36,994
-16,829
-31% -$2.33M 0.83% 35
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Milestone Asset Management's IVW Position: Q3 2026 in Review

Milestone Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 31% in Q3 2026, selling an estimated $2.33M and leaving 36,994 shares worth $5.26M. The position accounts for 0.83% of the portfolio, ranked #35.

Milestone Asset Management first reported a position in IVW in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.4M in Q2 2026. 339 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Milestone Asset Management held 36,994 shares of iShares S&P 500 Growth ETF worth $5.26M as of Q3 2026.
  • Milestone Asset Management sold 16,829 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $2.33M.
  • iShares S&P 500 Growth ETF made up 0.83% of Milestone Asset Management's portfolio in Q3 2026, its #35 holding.
  • Milestone Asset Management first reported a position in iShares S&P 500 Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Milestone Asset Management's iShares S&P 500 Growth ETF position peaked at $7.4M in Q2 2026.
  • 339 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.