Milestone Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Milestone Investment Advisors’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 Q2	$148K	Hold	1,076	–	–	0.03%	97
2026 Q1	$122K	Hold	1,076	–	–	0.03%	98
2025 Q4	$133K	Hold	1,076	–	–	0.03%	94
2025 Q3	$130K	Hold	1,076	–	–	0.03%	91
2025 Q2	$118K	Hold	1,076	–	–	0.03%	90
2025 Q1	$99.9K	Hold	1,076	–	–	0.03%	91
2024 Q4	$109K	Hold	1,076	–	–	0.03%	89
2024 Q3	$103K	Hold	1,076	–	–	0.03%	91
2024 Q2	$99.6K	Hold	1,076	–	–	0.03%	91
2024 Q1	$90.9K	Hold	1,076	–	–	0.02%	88
2023 Q4	$80.8K	Hold	1,076	–	–	0.02%	85
2023 Q3	$73.6K	Hold	1,076	–	–	0.02%	162
2023 Q2	$75.8K	Hold	1,076	–	–	0.02%	78
2023 Q1	$68.7K	Hold	1,076	–	–	0.02%	174
2022 Q4	$62.9K	Buy	+1,076	New	+$64.6K	0.02%	80

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Milestone Investment Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,076 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #97.

Milestone Investment Advisors first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Milestone Investment Advisors held 1,076 shares of iShares S&P 500 Growth ETF worth $148K as of Q2 2026.
Milestone Investment Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.03% of Milestone Investment Advisors's portfolio in Q2 2026, its #97 holding.
Milestone Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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