Milestone Advisory Partners’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Milestone Advisory Partners’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-4,472	Closed	-$248K	–	51
2018 Q4	$248K	Sell	4,472 -566	-11%	-$33.9K	0.21%	37
2018 Q3	$314K	Sell	5,038 -39,864	-89%	-$2.59M	0.22%	37
2018 Q2	$2.88M	Sell	44,902 -1,020	-2%	-$68.2K	2.14%	16
2018 Q1	$3M	Sell	45,922 -1,524	-3%	-$101K	2.25%	15
2017 Q4	$2.98M	Buy	+47,446	New	+$2.83M	2.23%	16

Other funds holding IAI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Milestone Advisory Partners's IAI Position: Q1 2019 in Review

Milestone Advisory Partners sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2019, closing a stake of 4,472 shares — an estimated $248K sold.

Milestone Advisory Partners first reported a position in IAI in Q4 2017 and held it in 5 quarters. The position peaked at $3M in Q1 2018. 64 funds tracked by Wall St. Rank hold IAI as of Q1 2019.

Milestone Advisory Partners reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2019 after selling out during the quarter.
Milestone Advisory Partners sold 4,472 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2019, an estimated $248K.
Milestone Advisory Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2017 and held it in 5 quarters.
Milestone Advisory Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3M in Q1 2018.
64 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2019.

Based on Milestone Advisory Partners's 13F filing for Q1 2019, filed 4 Aug 2020.