Milestone Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$62.9K | 0.02% | 80 |
|