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Milestones Private Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Milestones Private Investment Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$850K Sell
1,135
-24
-2% -$17.5K 0.68% 34
2026
Q1 		$757K Sell
1,159
-339
-23% -$231K 0.67% 41
2025
Q4 		$1.03M Hold
1,498
– – 0.71% 42
2025
Q3 		$1M Hold
1,498
– – 0.68% 43
2025
Q2 		$930K Buy
+1,498
New +$860K 0.69% 43

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Milestones Private Investment Advisors's IVV Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q2 2026, selling an estimated $17.5K and leaving 1,135 shares worth $850K. The position accounts for 0.68% of the portfolio, ranked #34.

Milestones Private Investment Advisors first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q4 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Milestones Private Investment Advisors held 1,135 shares of iShares Core S&P 500 ETF worth $850K as of Q2 2026.
  • Milestones Private Investment Advisors sold 24 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $17.5K.
  • iShares Core S&P 500 ETF made up 0.68% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #34 holding.
  • Milestones Private Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's iShares Core S&P 500 ETF position peaked at $1.03M in Q4 2025.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.