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Milestone Advisory Partners’s iShares US Insurance ETF IAK Stock Holding History

Milestone Advisory Partners’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$342K Buy
3,729
+708
+23% +$64.3K 0.28% 47
2023
Q2 		$266K Sell
3,021
-206
-6% -$17.8K 0.24% 54
2023
Q1 		$276K Hold
3,227
– – 0.25% 56
2022
Q4 		$295K Buy
+3,227
New +$288K 0.22% 56

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Milestone Advisory Partners's IAK Position: Q3 2023 in Review

Milestone Advisory Partners increased its iShares US Insurance ETF (IAK) stake by 23% in Q3 2023, buying an estimated $64.3K and bringing the position to 3,729 shares worth $342K. The position accounts for 0.28% of the portfolio, ranked #47.

Milestone Advisory Partners first reported a position in IAK in Q4 2022 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold IAK as of Q3 2023.

  • Milestone Advisory Partners held 3,729 shares of iShares US Insurance ETF worth $342K as of Q3 2023.
  • Milestone Advisory Partners bought 708 iShares US Insurance ETF shares in Q3 2023, an estimated $64.3K.
  • iShares US Insurance ETF made up 0.28% of Milestone Advisory Partners's portfolio in Q3 2023, its #47 holding.
  • Milestone Advisory Partners first reported a position in iShares US Insurance ETF in Q4 2022 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.