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

Milestone Wealth’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
2022
Q3 		$1.24M Hold
21,355
– – 1.38% 15
2022
Q2 		$1.29M Buy
21,355
+1,948
+10% +$129K 1.36% 15
2022
Q1 		$1.62M Hold
19,407
– – 1.32% 15
2021
Q4 		$1.62M Buy
+19,407
New +$1.56M 1.3% 16

Other funds holding IVW

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Milestone Wealth's IVW Position: Q3 2022 in Review

Milestone Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2022 at 21,355 shares worth $1.24M. The position accounts for 1.38% of the portfolio, ranked #15.

Milestone Wealth first reported a position in IVW in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.62M in Q1 2022. 1,194 funds tracked by Wall St. Rank hold IVW as of Q3 2022.

  • Milestone Wealth held 21,355 shares of iShares S&P 500 Growth ETF worth $1.24M as of Q3 2022.
  • Milestone Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q3 2022.
  • iShares S&P 500 Growth ETF made up 1.38% of Milestone Wealth's portfolio in Q3 2022, its #15 holding.
  • Milestone Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares S&P 500 Growth ETF position peaked at $1.62M in Q1 2022.
  • 1,194 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2022.

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