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Milestone Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Milestone Investment Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.5M Buy
16,755
+40
+0.2% +$29.1K 2.71% 10
2026
Q1 		$10.9M Buy
16,715
+630
+4% +$430K 2.64% 12
2025
Q4 		$11M Buy
16,085
+1,342
+9% +$911K 2.67% 9
2025
Q3 		$9.87M Buy
14,743
+164
+1% +$106K 2.45% 13
2025
Q2 		$9.05M Sell
14,579
-5,132
-26% -$2.95M 2.36% 14
2025
Q1 		$11.1M Buy
19,711
+252
+1% +$149K 3.07% 7
2024
Q4 		$11.5M Buy
19,459
+875
+5% +$518K 3.11% 8
2024
Q3 		$10.7M Buy
18,584
+3,461
+23% +$1.92M 3% 10
2024
Q2 		$8.28M Sell
15,123
-737
-5% -$388K 2.2% 14
2024
Q1 		$8.34M Buy
15,860
+31
+0.2% +$15.5K 2.25% 15
2023
Q4 		$7.56M Buy
15,829
+2,198
+16% +$984K 2.2% 16
2023
Q3 		$5.85M Buy
13,631
+4,514
+50% +$2.02M 1.67% 17
2023
Q2 		$4.06M Sell
9,117
-1
-0% -$421 1.26% 22
2023
Q1 		$3.75M Buy
9,118
+546
+6% +$219K 1.16% 22
2022
Q4 		$3.29M Buy
+8,572
New +$3.31M 1.15% 23

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Milestone Investment Advisors's IVV Position: Q2 2026 in Review

Milestone Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.24% in Q2 2026, buying an estimated $29.1K and bringing the position to 16,755 shares worth $12.5M. The position accounts for 2.71% of the portfolio, ranked #10.

Milestone Investment Advisors first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Milestone Investment Advisors held 16,755 shares of iShares Core S&P 500 ETF worth $12.5M as of Q2 2026.
  • Milestone Investment Advisors bought 40 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $29.1K.
  • iShares Core S&P 500 ETF made up 2.71% of Milestone Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Milestone Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.