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iShares S&P 500 Value Index shares owned by Milestone Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Milestone Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $968k 4.6k 211.16
2024-12-31 $842k 4.4k 190.88
2024-06-30 $588k 3.2k 182.01
2024-03-31 $2.4M 13k 186.81

More positions owned by Milestone Asset Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Apple (AAPL)
Spdr Series Trust State Street Spd (FLRN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
NVIDIA Corporation (NVDA)
Bristol Myers Squibb (BMY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Milestone Asset Management

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