MW
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$1.24M Hold
21,355
– – 1.38% 15
2022
Q2 		$1.29M Buy
21,355
+1,948
+10% +$118K 1.36% 15
2022
Q1 		$1.62M Hold
19,407
– – 1.32% 15
2021
Q4 		$1.62M Buy
+19,407
New +$1.62M 1.3% 16