MW
IVE icon

Milestone Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Milestone Wealth’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$249K Hold
1,935
– – 0.28% 39
2022
Q2 		$266K Sell
1,935
-330
-15% -$48.7K 0.28% 41
2022
Q1 		$355K Hold
2,265
– – 0.29% 37
2021
Q4 		$355K Buy
+2,265
New +$344K 0.28% 37

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Milestone Wealth's IVE Position: Q3 2022 in Review

Milestone Wealth held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2022 at 1,935 shares worth $249K. The position accounts for 0.28% of the portfolio, ranked #39.

Milestone Wealth first reported a position in IVE in Q4 2021 and has held it in 4 quarters since. The position peaked at $355K in Q1 2022. 1,044 funds tracked by Wall St. Rank hold IVE as of Q3 2022.

  • Milestone Wealth held 1,935 shares of iShares S&P 500 Value ETF worth $249K as of Q3 2022.
  • Milestone Wealth left its iShares S&P 500 Value ETF share count unchanged in Q3 2022.
  • iShares S&P 500 Value ETF made up 0.28% of Milestone Wealth's portfolio in Q3 2022, its #39 holding.
  • Milestone Wealth first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares S&P 500 Value ETF position peaked at $355K in Q1 2022.
  • 1,044 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.