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Milestone Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Milestone Investment Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-62
Closed -$8.99K – 448
2022
Q4 		$8.99K Buy
+62
New +$8.99K ﹤0.01% 105