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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$249K Hold
1,935
– – 0.28% 39
2022
Q2 		$266K Sell
1,935
-330
-15% -$45.4K 0.28% 41
2022
Q1 		$355K Hold
2,265
– – 0.29% 37
2021
Q4 		$355K Buy
+2,265
New +$355K 0.28% 37