MIA
Milestone Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.05M | Sell |
14,579
-5,132
| -26% | -$3.19M | 2.36% | 14 |
|
|
2025
Q1 | $11.1M | Buy |
19,711
+252
| +1% | +$142K | 3.07% | 7 |
|
|
2024
Q4 | $11.5M | Buy |
19,459
+875
| +5% | +$515K | 3.11% | 8 |
|
|
2024
Q3 | $10.7M | Buy |
18,584
+3,461
| +23% | +$2M | 3% | 10 |
|
|
2024
Q2 | $8.28M | Sell |
15,123
-737
| -5% | -$403K | 2.2% | 14 |
|
|
2024
Q1 | $8.34M | Buy |
15,860
+31
| +0.2% | +$16.3K | 2.25% | 15 |
|
|
2023
Q4 | $7.56M | Buy |
15,829
+2,198
| +16% | +$1.05M | 2.2% | 16 |
|
|
2023
Q3 | $5.85M | Buy |
13,631
+4,514
| +50% | +$1.94M | 1.67% | 17 |
|
|
2023
Q2 | $4.06M | Sell |
9,117
-1
| -0% | -$446 | 1.26% | 22 |
|
|
2023
Q1 | $3.75M | Buy |
9,118
+546
| +6% | +$224K | 1.16% | 22 |
|
|
2022
Q4 | $3.29M | Buy |
+8,572
| New | +$3.29M | 1.15% | 23 |
|