Milestone Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.05M | Sell |
|
|||||
|
2025
Q1 | $11.1M | Buy |
|
|||||
|
2024
Q4 | $11.5M | Buy |
|
|||||
|
2024
Q3 | $10.7M | Buy |
|
|||||
|
2024
Q2 | $8.28M | Sell |
|
|||||
|
2024
Q1 | $8.34M | Buy |
|
|||||
|
2023
Q4 | $7.56M | Buy |
|
|||||
|
2023
Q3 | $5.85M | Buy |
|
|||||
|
2023
Q2 | $4.06M | Sell |
|
|||||
|
2023
Q1 | $3.75M | Buy |
|
|||||
|
2022
Q4 | $3.29M | Buy |
|